Wealth advice that grows with you

Let’s cultivate financial success together—through personalized advice, smart strategies, and ongoing support to grow your portfolio, protect your assets, and plan for what’s next.

Talk to an advisor

Plan brighter with a Beem advisor

“You don’t need to have all the answers. That’s what I’m here for."

Start with your story

Share your goals, your timeline, and where you hope to go. We’ll help shape a plan that feels real and reachable.

Explore your possibilities

We'll walk through options together, from daily banking to retirement, clearly identifying your needs, budget and lifestyle.

Shape your strategy

We'll build a personalized plan that fits your needs, connecting the dots between budgeting and cash flow, investing, borrowing and credit, retirement and tax, estate and succession planning.

Put your plan to work

With a strategy in place, we’ll help you invest, set up accounts, and adjust along the way with ongoing advice.

A trusted advisor makes all the difference

Janice and John have a long-standing relationship with their investment advisor Pam because they appreciate her open and honest approach. As Janice puts it, "Pam actively listens to our needs and understands our comfort level.” And that’s what advisors at Beem do—prioritize where you are on your financial journey by listening first and then supporting with the advice that makes sense for you.

Let's build your future, together

Asset protection

Our insurance advisors will guide you to the type of financial protection that makes sense for you. Insurance-based strategies can be used to protect your income, legacy, and loved ones while supporting long-term goals like retirement, estate planning, or business continuity.

Wealth planning

Our wealth advisors will help you put together a comprehensive, personalized plan to match your goals, whether you’re building wealth, preparing for retirement, or looking for peace of mind.

Saving and investing

Our investment advisors work with you to build a personalized, diversified portfolio designed to grow your wealth and align with your comfort level for risk.

Get matched with an advisor

Find your fit
Whether you're building a plan, protecting your income, or ready to invest, we’ll match you with the right advisor.
Meet a nearby advisor
Have us reach out
Have questions or ready to get started? Send us a message, and an advisor will reach out and schedule a time to talk that works best for you.
Send us a message

Here for the long haul

With 85 years of history supporting members and communities in their financial wellness, we're proud to be British Columbia's credit union.

$10 billion

in assets under administration. Thousands of members trust us to manage their money with care.

$12 million

in net income. We’re profitable, but most importantly, we’re able to support your needs long term.

$4 billion

in wealth management assets.

Want to start investing online?

Beem partners with Qtrade—Canada’s top-ranked online platform from Aviso Wealth—to help you invest confidently. Explore powerful tools and resources through Qtrade Guided Portfolios® or Qtrade Direct Investing®.

Wealth advice that grows with you