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Evan Thomas Carey

Beacon Hill Wealth Management Ltd

Victoria, Bc

CRD 8239003

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Employer firm

Beacon Hill Wealth Management Ltd CRD 325860

$149M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Hill Wealth Management Ltd

1133 Fort Street, Victoria, Bc V8V 3K9 • Canada

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

1133 Fort Street, Victoria, Bc V8V 3K9 • Canada

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Hill Wealth Management Ltd Victoria 09/2025 Present
Bmo Nesbitt Burns Vancouver 05/2024 08/2025
Tall Tree Integrated Health Victoria 04/2021 06/2024
Gavf Advisory Inc. Victoria 04/2020 04/2021
University Of Victoria Victoria 09/2016 04/2020
Cycling Canada Toronto 03/2016 09/2016
  • 09/2025 → Present
    Victoria
  • 05/2024 → 08/2025
    Bmo Nesbitt Burns
    Vancouver
  • 04/2021 → 06/2024
    Tall Tree Integrated Health
    Victoria
  • 04/2020 → 04/2021
    Gavf Advisory Inc.
    Victoria
  • 09/2016 → 04/2020
    University Of Victoria
    Victoria
  • 03/2016 → 09/2016
    Cycling Canada
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-11
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11

View on SEC IAPD

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