Dream it. Plan it.
Let us help you with your financial planning and management needs.
Maximizing return of investment and building long term partnership
Founded in 2010, Beam Financial Management is dedicated to helping Canadians with their financial planning and management needs. From RRSP to other investment plans, we maximize the return of investment and build a long term partnership with you by preparing a proposal based on your specific financial needs.
Your future starts today.
It all begins with a dream. Maybe you want to manage your RRSP. Maybe you want to save money for your kids. Or maybe you just started working. Whatever it is, your future starts today.
Testimonials
“Millie is a very detail oriented person. She provides great recommendations according to the client’s needs. She takes great pride in her business.”
— Jim I., Director of Business Development
“Millie is a hardworking and knowledgeable agent. She was able to find me the right products that suited our business needs and at a great cost! I will certainly look to Millie again for our insurance needs.”
— Bryan W., Chief Executive Officer
“Millie has been very helpful in searching the appropriate products that met with my needs. I bet she will do the same for other clients as well. Very reliable and hardworking lady that you can trust. I highly recommend her to anyone who asks for my advice.”
— Tammy T., Risk Analyst
Millie has been wonderful to work with. She is very up-to-date, knowledgeable and informative. Some of my favourite attributes are the respect and the understanding of my time restraints. Millie personally tailors her services, in terms of both insurance and investment products, to suit my needs. Over 10 years of excellent service, with many more to come.
— Angela H., Business Owner
