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Multi-channel wealth advice for every stage of your life
We’re there for our clients.
We aim to create a meaningful impact by providing holistic wealth management advice for each stage of your life.
Behavioural finance helps us to understand people’s personalities and outlooks so we can tailor services and information to people’s preferences.
We advise business owners, retirees, professionals and millennials. Each relationship is unique; each plan is exciting to map out and execute. Our typical clients have accounts in excess of $750,000.
We believe our consistent commitment to communication and contact is unsurpassed.
We use omni-channel communications via mobile, tablet, desktop, and phone.
We care.
In today’s fast-paced world, we take the time to slow down and strive to create authentic, individual client connections.
We don’t see our clients as a book of business, but as a collection of valued one-on-one relationships with people we care deeply about.
If clients are feeling jittery, we are committed to be there for them at key moments of their lives. We never forget that so much depends on us providing sound advice.
We manage wealth holistically.
We aim to help clients grow the liquid side of their balance sheet and protect it by putting the right risk controls in place.
Our detailed planning helps clients transition their assets into retirement and protect their loved ones.
We address many aspects of our clients’ financial and non-financial lives for multi-channel wealth planning. Collaborating closely with TD specialists, we can provide tailored solutions in:
Tax mitigation
Retirement planning
Estate planning
Trust services
Business succession planning
Insurance solutions, and
Strategic philanthropy.
We put together a comprehensive plan that can act as a barometer for your current and future needs.
We can help you to understand the complexities of the markets and investing so you can understand what we are doing and trust us in times of volatility.
We can help mitigate risk. We believe in keeping your life exciting and your investments boring. Our disciplined methodology and proven process help to safeguard your wealth.
We provide advice for each stage of your life. We are a multigenerational team serving a multigenerational clientele. We build meaningful relationships with both spouses and your heirs.
Managing many aspects of your wealth
World-class asset managers help us calculate the best investments from a multitude of options. We offer full-service wealth solutions at key life moments, such as:
o Losing a spouse
o Transitioning or divesting a business
o Getting married or divorced
o Welcoming children or grandchildren
o Getting an education
o Buying a home
o Living your retirement
o Facing a serious illness
o Inheriting money
o Planning your future.
If you are a business owner, we can provide access to TD specialists who can assist you with tax minimization, estate and insurance needs.
Our analytical, proven, pension-style methodology follows a long-term, multi-manager discipline aiming for risk-adjusted returns.
We are transparent about what you own and the fees you pay.
Careful asset allocation and location are essential. We bring you accessibility to all asset classes:
o Stocks
o Mutual funds
o Bonds
o Options
o ETFs
o Alternative investments, and more.
As a Portfolio Manager, Darrell Gebhardt is qualified to offer discretionary investing, which brings you several advantages:
Freedom from making daily investment decisions – you can entrust them to our team.
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio.
You pay one transparent, asset-based fee and no commission per trade.
Bieber Gebhardt Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Darrell specializes in assisting business owners, retirees, and professionals to accumulate and preserve wealth. He develops each portfolio one investment at a time, incorporating a client’s financial objectives, risk tolerance, estate planning needs and tax considerations. Darrell earned a Bachelor of Commerce from the University of Saskatchewan and holds the Chartered Investment Manager, Certified Financial Planner, Financial Management Advisor, and Fellow of the Canadian Securities Institute designations. He formerly served on the Manitoba Board of the Investment Industry Regulatory Organization of Canada (IIROC).
Raised in rural Saskatchewan, Darrell maintains strong connections to his roots. He resides with his family on his acreage near Teulon, MB. In his spare time, Darrell volunteers as a coach for a basketball team and keeps very active with his two sons’ sports and extracurricular activities.
Cedric holds a Chartered Accountant designation and works closely with our high net worth clients to provide ongoing holistic wealth planning solutions that encompass many areas of their financial lives. We feel that our clients benefit from his expertise and knowledge in accounting – he is able to advise them on even the most sophisticated and complex aspects of their wealth.
Cedric’s accountancy training included completion of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and the Advanced Tax Issues for the Owner Managed Business Course. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Manitoba, the Estate Planning Council of Winnipeg, the Canadian Tax Foundation and the Financial Planning Standards Council.
Having been in the business 35 years, Jeff seems to know the industry inside and out and has a knack for anticipating needs. Jeff handles all our client service activity together with Jenna Brown. He also leads the administrative component of our group, efficiently organizing the office for Darrell and Brock. He holds the Chartered Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute designations.
Born and raised on a cattle ranch in the Interlake, Jeff enjoys the outdoors and sharing a good laugh with family and friends. His kind and generous personality brightens up the office.
Jenna co-leads our administrative hub along with Jeff Sveistrup. Her strong work ethic and keen attention to detail help to keep us well organized and efficient. Jenna has 10 years of experience in financial services and prides herself on delivering prompt and professional service.
Born and raised in Winnipeg, Jenna spends her time away from the office cultivating her backyard garden and spending quality time with her niece.
Deenish joined our team in 2017 and is our marketing and events coordinator. She organizes client seminars and charitable sponsorship events, arranges passes for clients to attend museums and other attractions, and assists with client communications.
With her bright energy and contagious laugh, Deenish creates a client experience that goes beyond financial matters to make a meaningful impact on people’s lives. She also contributes a host of ideas for our continued growth. Deenish holds a Bachelor in Business Administration with a major in Economics.
Matt helps us to maintain and enrich our client relationships. He administrates our Client Management System and helps facilitate the team’s written communications. To ensure plans are put into action, Matt implements investment management, research and special projects. He also works closely with Brock to promote our group in the community.
Matt graduated from the University of Manitoba with a Bachelor of Commerce degree in Finance. Highly involved in the Asper School of Business, Matt co-ran the University of Manitoba Investment Group and took part in the CFA Institute Research Challenge, an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. In his spare time, Matt plays hockey and golf and relaxes with family and friends in cottage country.
Our most senior team member, Peter has been with us since 2000. He arranges seminars and appreciation events to keep clients informed. Peter improves our interconnectivity and efficiency using his experience at Manitoba Telecom Services (MTS). A former business consultant, process engineer, licensed facilitator and credit union director, Peter shares a wealth of strategic planning, process improvement, marketing, and communications knowledge with our team. He is instrumental in refining our client experience and assists with internal training and blue-sky meetings to spark creativity. Very involved in his community of Transcona, Peter is often featured in the media.
You may find him and his wife at various arenas watching their grandchildren play hockey. Peter recently won the Premier’s Volunteer Service Award 2018, the Lieutenant Governor’s Award for Volunteerism, the Transcona Community Leadership Award, and the Casera Community Award for Community Leadership 2018.
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/biebergebhardtwealthadvisorygroup
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