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South Coast Financial Services

Our Mission

Our Mission is to help people buy homes, educate their kids, pay off their

mortgages, plan and build for retirement and ultimately, move the wealth

they’ve helped build from one generation to the next. While we

build our businesses, we have the responsibility to help others build lives.

 

Ken Beeson

Financial Advisor

Phones:

(905) 691-1734

E-mail:

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Miscellaneous information:

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.

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We care about your financial self defence ... shouldn't you?

Initial Meeting

  • We meet at your home where you are more comfortable

  • 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

Your Financial Road Map

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

  • Wills & Powers of Attorney

Follow Up

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"