Get to know

Your personal financial planners.

Get clear on your financial goals, and feel confident about your financial future with the help of an experienced team of advisors.
Team
About

Your Advisors.

BH Wealth Management Advisors, located in Smiths Falls, Ontario, brings you 25+ years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Associate Advisor

Joseph Becker, CFP®

Joseph Becker
Certified Financial Planner

Steve Hillier,
CFP®, CIM

Steve Hillier, CFP®, CIM
Administrative Assistant

Tammy Visser,
RDA

Tammy Visser

Our Consultants.

Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Chief Investment Officer, Counsel Portfolio Services

Corrado Tiralongo

Corrado Tiralongo
Chief Investment Strategist, Counsel Portfolio Services

Rana Chauhan

Rana Chauhan
Director, Portfolio Management, Counsel Portfolio Services | CIM

Rahim Dhalla

Rahim Dhalla, CIM
We appreciate the attention given by Becker Hillier Wealth Management to practically all our investments in GIC's, RRIF's and Mutual Funds, TFSA's, over the past many years. His direction and planning has been very worthwhile to my husband and I.
– Lena & James Bobier
The Value of Advice

What is the cost of advice?

Small cost big advice.

These are fair questions to which you need answers to ensure you’re comfortable making a decision on how your financial future is managed.

We believe that growing, protecting, and transferring your wealth requires a good plan suited to your needs, goals, aspirations, circumstances, lifestyle, and life stages. Perhaps most importantly, an expert consultant whose focus is to get you to your goal by keeping you accountable.

As your advisor, we can help you:

Take Control of your Retirement Income

What should you be thinking
when planning your retirement strategy?

Joseph Becker, CFP®

Associate Advisor, Certified Financial Planner

With a background in both investing and lending from his time as a Financial Advisor at a major Canadian bank in Lanark County, Joe sees opportunities for savings and efficiencies in both his clients investments and debts.

Previously a Manager in both small and medium-sized construction companies, Joe knows that every dollar counts and that timely and accurate advice can make a big impact on financial growth.

Joe wants his clients to feel confident and secure while planning and preparing for their retirement income needs, and help young families as they pay off debt and build their savings.

Joe, his beautiful wife Margie, and their three young children (Greyson, Zeke and Nevaeh) live, volunteer and take part in many community activities in the Smiths Falls area. In his spare time he enjoys running, paddle boarding, playing hockey and travelling.

Steve Hillier, CFP®, CIM

Certified Financial Planner

Steve has three major areas of service that he provides:

  • Retirement Income Planning

  • Estate Planning to Pre-Retired and Retired Clients.

  • Complete Financial Planning to families who want to pay off debt, save for their children’s Education and save for retirement.

Steve has a special interest in Charitable Giving and in creating Estate Plans that reflect personal values including love of family and love of community.

Today, Steve serves over 400 clients in Smiths Falls, Perth and throughout Eastern Ontario. Although working mainly as a financial planner since 1983, he has gained experience in the past as a branch manager, general manager and compliance officer.

Steve enjoys married life with Wendy and his two adult daughters and a granddaughter. In his spare time he enjoys travelling, cycling, running, squash and tennis.

Tammy Visser, RDA

Administrative Assistant

For more than 20 years I have trusted Steve to execute my family’s financial plan. When the opportunity arose to join Steve, I was honoured to join their team of dedicated professionals.

Since joining the Becker Hillier Wealth Management team 2012, Tammy has been working diligently towards furthering her education to better assist our valued clients. Most recently, she has successfully completed the Canadian Deposits Course and now holds the Registered Deposit Agent (RDA) designation.

Originally from Kemptville, Ontario, while still in Elementary school, her family relocated to Smiths Falls where she continues to live today with her husband of 20+ years, Marc. She’s also a proud mom to her daughter, Taylor. She enjoys family time on the lake and travelling. Gardening is also a pastime she enjoys.

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