About Us

Our story begins with our own experience navigating purchasing our first home and planning for our future. By starting Beechwood Wealth we are hoping to make goal-based financial planning available to every Canadian by sharing what we've learned and the tools we've built throughout our journey.

The tools we had available to us (a preapproval and a tally of our income and savings) weren’t giving us the real picture. So we wrote our own playbook. We broke down every nuance of our day-to-day spending, our savings goals, and the kind of home we actually needed. That’s when it clicked: the “budget” numbers we started with weren’t matching the lifestyle we hoped to maintain. So we adjusted. And in doing so, found a house quicker—and with less stress—than any bank’s snapshot ever promised.

We looked at each other and realized: If we can’t get a straight answer, how many others are stuck making blind guesses? We knew there had to be a simpler, more transparent way for people juggling multiple financial goals—without sacrificing a life truly worth living. And that’s how Beechwood was born. It’s the same system we used to buy our own home on our terms, brought to life for every Canadian who’s tired of playing guessing games with their finances. Because it’s not about the “most” money you can borrow—it’s about choosing the smartest path that fits who you are and where you want to go.

Everyone deserves an unbiased view of their finances and a plan that works for them.

Diana Markova, MSc, PMP

Diana brings a unique blend of coaching and project management expertise to help clients clarify and prioritize their financial goals with confidence. Behind the scenes, she keeps the wheels of Beechwood Wealth turning—leading business development, managing marketing initiatives, maintaining the website, and overseeing day-to-day operations. Her focus is on ensuring that Beechwood Wealth runs smoothly and delivers exceptional value to every client.

She holds a Master of Science degree, is a certified Project Management Professional (PMP), and is currently completing her certification as a Co-Active Coach.

 

Anton Medvedev, CPA, CFA

Anton Medvedev brings a wealth of expertise in accounting and finance which he honed as a controller and financial planning professional at a Fortune 500 company and a product manager responsible for designing models that are used by hundreds of small- and medium- sized business across the world. As a Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA), Anton has extensive experience in financial analysis, strategic planning, and financial optimization techniques.

Embark on a journey to financial well-being!

Contact us today for a personalized consultation!
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