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Will Beacham CFA, CFP®

PORTFOLIO MANAGER

William Beacham is a Portfolio Manager with over 25 years of experience, having positions with HSBC Global Asset Management and three major Canadian banks.

In 2022, he joined the Bellwether Investment Management investment team, focusing on private market investments within Alternative Income, Global Real Estate & Infrastructure, and on global equities in the healthcare, IT, and industrial sectors. Will takes pride in building trust with his clients, offering comprehensive wealth management and discretionary investment management services.  Will is a CFA Charterholder, a Certified Financial Planning professional and holds a Bachelor of Commerce degree from the University of Ottawa. 

Outside of work, Will enjoys outdoor activities & spending time with family, and supports charities in biodiversity, literacy, and medical research.

CONNECT

  • will.beacham@bellvest.ca
  • 905.337.2227 Ext. 228

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