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Ken Beeson is a licensed insurance agent in the province of Ontario and is a managing partner of South Coast Financial Services. He has been in the financial services industry for over 10 years educating people and helping them with their financial goals and dreams.
Prior to entering financial services he had a 30 year career with IBM & Celestica in various capacities from designing inventory management systems for the Toronto location to the global process for Celestica.
He entered financial services after retiring from IBM / Celestica and investigating his own financial investments and didn’t like what he saw. He decided to go all the way and took his LLQP (for life insurance), Mutual Fund and Branch Manager licenses as well. Starting with his family’s finances and then moving on to his sisters got things lined up. His sister said go help others so he joined a different brokerage and then decided to open his own.
As a financial advisor he has helped people grow their investments, make sure families are protected with life insurance and showing people ways of getting out of debt and even through the companies mortgage broker partner refinance their debt. His record so far is saving a family $1200.00 a month in debt payments.
He has been married to his wife Charlene for over 40 years and has 2 children and 2 grandchildren.
If you need any help or wish to get a complimentary second opinion on your financial plan contact Ken and book your Financial Goals Analysis.
We care about your financial self defence ... shouldn't you?
We are able to meet with clients new & old
through on-line meetings or via the phone.
We can do applications with electronic signatures.
We normally meet at your home where you are more comfortable but due to Covid-19 we can meet with you virtually over a web meeting or via the phone.
We get to know you and you get to know us
We collect information about you to perform a complimentary, confidential Financial Goals Analysis
We book a follow up appointment to provide with a road map to meet your goals and dreams
We present to you a detailed presentation outlining the following:
Your net worth
Income protection / insurance requirements (life, disability & critical illness)
Your financial independence number & retirement saving needs
Saving for your children's education
Debt reconstruction
We follow up with you regularly
When you receive your investment statements
When ever you have questions
When you find you need to make changes to your "Financial Road Map"
