Bellwether Family Wealth | North York | Beaches Financial Group
65 Reviews
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
About the Business
The Beaches Group - Family Wealth Advisors | Bellwether Investment Management | As part of Bellwether Investment Management Inc., our North York team is your primary point of contact for all your financial, and tax planning needs.
Contacts
Call Us
+14166900911
170 The Donway W Suite 205, North York, ON M3C 2G3
Hours
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
June Wilson
01.10.2023
Bellwether Family Wealth | North York | Beaches Financial Group
I've been dealing with Beaches and particularly Chris for a number of years. Their management skills have resulted in mostly steady gains. Even in a down market I'm comforted that all has been done to position my investments to avoid the worst. In addition everyone I deal with is efficient and respectful.
A Seed
01.10.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Expert financial advice. Extremely professional and helpful at covering all concerns.
Domenic Fashionadi
29.09.2023
Bellwether Family Wealth | North York | Beaches Financial Group
I am super happy with this Facility. They have vast amount of knowledge and explained patiently all options to my self and wife. We are very happy with everything and specially with the results we been seeing. Thank you to the team
Aaron Green
24.09.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Let me start by saying, leaving reviews is not something I normally do. I have to take exception here. Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently.Professionalism - UnmatchedResults - UnmatchedExperience - UnmatchedGreat people that I would recommend to anyone and everyone. Thank you Richard Heinrich and the team.
Carmela Benacem
18.09.2023
Bellwether Family Wealth | North York | Beaches Financial Group
The entire team is knowledgeable and professional. They are very helpful and supportive in attaining established goals. I think very highly of Richard, Chris and the entire team.
Heather McNabb
10.09.2023
Bellwether Family Wealth | North York | Beaches Financial Group
We have been with Beaches for years. I admit that I don’t know much about handling stocks, but we have been guided along safely throughout the natural ebb and flow of the markets. I have recommended others to them, and I know you can work well with this team, no matter your level of experience!
Jay
06.09.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Richard provided a vast amount of knowledge and information along with a professionalism that was unmatched. I highly recommend going to Richard! Thanks for all your help!
Alex Quint-Pugsley
06.08.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Beaches financial group has been my first investment experience and I couldn't feel more taken care of.Richard Heinrich and the team have done a great job of creating a unique investment portfolio that's suited to my industry. I have always felt comfortable with my investment strategy as every detail has been throughly and patiently explained to me.I would highly recommend Beaches to anyone looking to stabilize and grow their career.
Neil Short
25.07.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Fantastic customer service, responsive and informed. I’ve worked with Chris for just over 5 years and couldn’t recommend him highly enough.Prior to working with Chris and the Beaches Financial Group I had relied on financial advice services offered by my bank. I found the banks approach and advice very generic and not tailored to the individual.Chris on the other hand works with you as an individual to tailor your financial planning needs to suit both your short and long term goals. He’s very proactive and always has your best interests in mind, regularly checking and keeping you informed.
Raajiv Nadesalingam
12.07.2023
Bellwether Family Wealth | North York | Beaches Financial Group
Richard Heinrich was great to work with. Provided a vast amount of knowledge and information along with a professionalism that was unmatched. He created a investment plan that is unique to my needs and long term goal. Richard along with the entire Beaches financial group are incredible to work with.
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170 The Donway W Suite 205, North York, ON M3C 2G3
Bellwether Family Wealth | North York | Beaches Financial Group