David Higgins - Services

Your aspirations are unique. At The Higgins Beazley Wealth Advisory Group, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy.
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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