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GROW & PRESERVE YOUR WEALTH

 We'll help you reach and surpass your financial goals.

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Personal Wealth Management



Beavis Wealth Management is focused on managing investment portfolios and strategically growing the financial wealth of business owners, and high net worth individuals and their families.  Working internally and with a network of experts, we coordinate and oversee the financial affairs of our clients.  


Ultimately our goal is to assist with the accumulation and preservation of your family's wealth.


  

Investment Options

The heart of our business is managing investment portfolios for our clients.

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Our Team

Combining a professional investment oversight and exceptional customer service.

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Client Centre

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Meet Our Team

Accessible, Accountable, Responsive.


Each member of our team plays an important role in ensuring our clients are well looked after and that our company operates efficiently.
Combining a professional investment oversight and exceptional customer service ensures we remain focused on the work we do for our clients, while remaining accessible for the special touches that are critical in a long term relationship.



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Marc Beavis

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Marc Beavis | CIM, CFP

Portfolio Manager
Manulife Securities Incorporated


marc.beavis@manulifesecurities.ca  |  Tel:  604.233.1964  

Marc specializes in working with high net worth individuals, families and business owners seeking long term, prudent accumulation and management of their investment portfolios.

Since entering the industry in 1994, Marc has never wavered in his investment approach, focusing on the protection of assets and conservative growth. His solid understanding of behavioral finance, and ability to combine both the technical and psychological aspects of investing, ultimately enhances the level of success.

In addition to serving clients, Marc has spent many years as a Director of the Canadian Association of Financial Planners, having previously served as Vice President and Director of Ethics.

As a demonstration of dedication to his profession and clients, Marc holds the Chartered Investment Manager (CIM) Designation as offered by the Canadian Securities Institute. In addition, Marc is a Certified Financial Planner (CFP) practitioner, the industry gold standard in financial planning. The CFP credentials are licensed by the Financial Planning Standards Council.

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Brandon Beavis

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Brandon Beavis

Administrative Assistant, Manulife Securities Incorporated


brandon.beavis@manulifesecurities.ca  |  Tel:  604.233.1964

Brandon joined our team in 2016 and looks forward to a long career in the industry.

In addition to his work duties Brandon is actively studying subject material that will move him along his career path, and he remains active in community sports.


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Nancy Tse

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Nancy Tse

Administrative Assistant, Manulife Securities Incorporated


nancy.tse@manulifesecurities.ca  |  Tel:  604.233.1964

Since joining our firm in 2008, Nancy brings an outstanding attention to detail and superb administrative support to complement the firm's portfolio management team.

She has a true desire to ensure that the clients of Beavis Wealth Management and Manulife Securities Incorporated are always well cared for.

Those who have come to know Nancy over the years speak highly of her competence, professionalism and high level of service.


INVEST IN THE MANNER
THAT WORKS BEST FOR YOU



Portfolio Management

The heart of our business is managing investment portfolios for our clients.


At Beavis Wealth Management we manage investment accounts under either a Discretionary or Non-Discretionary model. There are differences between the two models, and investors are ultimately free to choose which is most suitable to them.

 As fee-based advisors, our interests are perfectly aligned with our clients', and our focus and objective is increasing the wealth of the families we work with. 

Portfolio solutions are based on your unique circumstances, with
 either Discretionary or Non-Discretionary account options:



Discretionary Portfolio Managed Accounts

Our premier service, this is suitable for investors who wish to delegate the day-to-day management of their investments to a Portfolio Manager.

Suitable for busy entrepreneurs, snowbirds or investors with the desire to free themselves of the regular management of their funds.

Investment Advisory Accounts

Designed for investors who wish to make the final investment decisions.

Suitable for investors who have considerable investment experience and who wish to play an active role in the management of their portfolio.

The Options Advantage

The use of conservative options strategies within your investment portfolios can provide:

Downside protection:  The use of a protective put strategy provides a layer of protection that you cannot get in traditional, long-only, investment accounts.

Increased Income: Implementing a covered call strategy can increase the flow of income into your portfolio, an important component of long-term growth.

Note:  Options are not suitable for everyone.  Always discuss pros and cons with your advisor.




INVESTMENT PHILOSOPHY

Focused on Rewards. Cognizant of Risk.


Whether invested in a discretionary or non-discretionary account, our investment methodology remains consistent, and is modeled on proven techniques used by the masters.

Conservative by nature, we do not speculate, follow the crowd, or continually buy and sell. We measure success by long-term progress and unwavering financial security.

We also have a solid understanding of how psychology influences financial decisions, which allows us to better help our clients make sound investment decisions.

Of course, it is impossible to completely predict or control the future. Our responsibility is to prepare our clients for all contingencies, ensuring financial peace of mind during both turbulent times and periods of prosperity.


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Stay in Touch

Contact us

For your convenience, send a message with the form below or call today! We are located in Richmond, BC and you will find free parking literally in front of our office door. Please call us if you'd like assistance with directions to our location.

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