Beswick Lukowich Financial Group
Sophisticated wealth management

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. We’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. We offer a variety of investment vehicles and managed investment programs.

We work with clients and their other professional advisors – including lawyers and accountants – to achieve your/ their financial goals.

Unique solutions for business owners and entrepreneurs.
Read More
Niches
Understanding the challenges women face and how to help.
Read More
Niches
Helping physicians address their unique needs
Read More
Niches
Expertise to support the unique needs and goals of non-profits
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Delivering strategic solutions to support and sustain the mission of your foundation
Read More
Niches

You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Thoughtful advice craftedjust for you

Collaboration reveals your needs, wants and wishes

Your goals become ours

Greg Beswick

Greg

Beswick, B.A., B.Comm, CIM® Senior Financial Advisor
Frank Lukowich

Frank

Lukowich, B.A. Senior Financial Advisor
Sheryl Maxwell

Sheryl

Maxwell, CIM®, CEA Senior Financial Advisor Assistant
Martha Loewen

Martha

Loewen, B.Comm Senior Financial Advisor Assistant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Sophisticated wealth management