Solidify your financial future.
How We Enhance Your Wealth
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Plan
Financial, estate, retirement and business planning is at the core of kickstarting your success.
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Invest
Craft your own, personalized investment policy statement to make sure we’re investing based on your needs.
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Grow
Meet regularly to verify that your portfolio still fits your needs and offer different growth strategies based on risk tolerance.
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Protect
Ensure we’re using the right portfolios and investments to minimize tax. Implement insurance strategies where appropriate to mitigate your risk.
Your Financial Guide
Trevor Beggs
Financial Consultant
I spent seven years in the wealth management industry prior to opening Vallora Wealth, working for a team that managed nearly $300 million in assets.
During those years, I helped couples retire, purchase homes, invest business proceeds wisely, and get their kids through school.
Helping you reach your goals through financial planning, prudent investing, all while minimizing your tax burden to the CRA is what motivates me.
My hobbies include sports writing (I cover the Vancouver Canucks for Daily Hive), staying active, and spending time with my lovely wife and kids. My daughter is currently four years old, and my son is two.
Our Partner
Vallora Wealth is proud to partner with Huxton Black, a Canadian firm that excels at delivering digital finance solutions, largely through a structure of passive, low-cost ETFs.
The numbers don’t lie. 96% of active fund managers in Canada have underperformed the benchmark in the last 10 years. (S&P SPIVA® Report, Dec 2024).
It’s time to ask, is your advisor putting you in a higher-cost portfolio that’s underperforming the benchmark?
Our clients are invested through the Huxton Black platform, and Vallora Wealth acts as your trusted consultant to make sure you’re making the right decisions for your future.
Wealth with Heart
Most banks and wealth management firms care about the numeric value of the portfolio more than you, your family, and your story.
Vallora Wealth fights back against the mentality of larger firms, who overlook the middle class and focus on Canadians with at least seven figures to invest.
We are a boutique firm that works exclusively with select clients, prioritizing the value of our relationship over the numerical figures in the account.
Vallora Wealth takes the time necessary to understand you, craft your financial plan, and invest wisely for you based on a low-cost, passive ETF structure, which helps keep more in your pocket.
This is Vallora
Fighting back against the big wealth management firms isn’t easy, but Vallora Wealth BELIEVES in putting the client first.
The meaning of the word Vallora itself stems from the Latin word “valor,” which means strength, bravery and courage.
The name was selected for our firm with the belief that Vallora Wealth can make a difference for you by standing up against current trends in the wealth management industry.
We believe in offering low-cost, passive ETF portfolios (that historically have outperformed higher-cost, active management mutual funds).
We believe in selecting the right investments for our clients at the lowest cost possible.
And, we believe in putting the clients first (every firm says this, few act upon it).
Let’s start your journey
trevor@vallorawealth.ca
(778) 317-1931
Servicing clients across BC
Located in Surrey, British Columbia