"Thank you so much for taking me on as a client. My husband and I appreciate you as friends as well as advisors".
M. & B., southern Alberta
"I have been a client since 1987. The Beckmans are a very honest, hard working, knowledgeable group whom I trust completely to manage my investment portfolio. They always provide timely information, advice and guidance relating to the current market situations. I would highly recommend Beckman Wealth Management."
J., Dartmouth, NS
"My husband and I have been with the Beckmans for decades. We trust them completely and find that we are very fortunate in having them look after our financial affairs. They take the time to really know their clients and have always been available to answer questions and to explain options within our portfolio. We would highly recommend them."
D. and J., Ottawa ON
"I trust the Beckmans completely. I know that my money is in excellent hands."
J.J., British Columbia
"Jon has been my wife's and my Investment Advisor for more than a decade. During that period he has provided excellent advice and service in both a responsive and proactive role. I have no hesitation whatsoever in recommending Jon to anyone seeking support for their investment decisions and needs- he will provide superb and personalised services of the highest caliber" Dr. David T, Toronto, ON
"I have worked with Jon Beckman for the better part of 14 years. Trust is such an important factor with a FA and my wife and I feel so comfortable working with Jon and his team. The communication has been great over the years. Together we have been through some upward and downward cycles in the market. No matter the market I always felt that I am well positioned for the future. Jon has always kept me up to date on market conditions and where best to invest our money." C. Scott, Ottawa, ON
"Thanks for your email and good work on my portfolio. I am pleased with the progress. Your note of last Friday was appreciated as is all your news. I trust in your professional knowledge to guide me in the market."
"The Beckmans provide personalized client service and a background knowledge of individual financial goals. They are a phone call away and take any enquiry from their clients seriously. Keep up the good work."
W., Ottawa, ON
"Jon and indeed the entire Beckman team have provided quality professional investment advice and service to our family over many years"
W.B., Ottawa, ON
"You are the kind of professionals that people want to work with. I do like your emphasis on well-diversified portfolios, building wealth over time, and having a professional advisor. I'm certainly fortunate in having all of you helping me in my financial affairs. I couldn't do it without you. A big thank you for all your conscientious efforts on making my portfolios so successful. I'm very grateful for all you do."
H.W., Ottawa, ON
"Before he passed, my husband told me to put complete faith in Beckman Wealth Management to take care of my financial needs. It was a great comfort to him, and now to me, to know that this firm can be trusted so completely. Thank you Beckman Team."
Call us for a consultation: 613 680 2600 or toll free at 1 844 545 0473 99 Fifth Avenue, Suite #4, Ottawa, ON, K1S 5K4