Plan with Bob

Meet Bob

With a Bachelor of Commerce (Honours), a Chartered Professional Accountant Designation, and over 38 years in the industry, there’s nothing Bob Beck can’t accomplish when it comes to helping members with their finances.
By getting to know his members, Bob is able to tailor specific plans based on their individual life circumstances that contribute to a healthy financial future, in areas such as portfolio construction, wealth accumulation, retirement planning, and wealth transfers.
Areas of expertise: Wealth Management including Portfolio Construction, Wealth Accumulation, Retirement Planning, Tax Planning, and Intergenerational Wealth Transfer
Credentials: Bachelor of Commerce Honours Degree (B. Comm. Hons.), Chartered Professional Accountant (CPA), Financial Management Advisor – IIROC (FMA), Certified Professional Consultant on Aging (CPCA®)
Spoken Languages: English