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Smart, proactive advice
At Bieber Wealth Advisory, we help you live for today and look ahead to tomorrow. By taking the time to get to know you, your family and your business, we work to empower your decision-making and help you build confidence in your financial future.
We’ve built our reputation on providing our clients with smart, proactive advice and developing strong relationships that last.
Advice that evolves with you
Whether your goal is to manage an inheritance, create financial security in retirement, plan for an estate tax liability, or leave a legacy, our Advice for Life process provides a clear strategy designed to evolve with you.
Our services
Whether your needs are straightforward or complex, we’re dedicated to delivering tailored wealth management strategies with client-focused service.
Prior to joining TD Wealth in 2018, Brock gained experience as an investment advisor and portfolio manager at the family firm and other financial institutions. He earned an honours Bachelor of Commerce degree from the Asper School of Business at the University of Manitoba and holds the Chartered Investment Manager and Qualified Associate Financial Planner designations.
Today, Brock focuses on helping Manitobans manage their wealth. With strong connections across rural Manitoba, he specializes in working with a broad range of clients, including individuals, business owners and agricultural businesses.
Brock lives in Winnipeg with his wife and two young children and the whole family enjoys spending time at their cottage in Riding Mountain National Park. Brock is a sports enthusiast with a lifelong passion for music.
Reedhee has worked in banking since 2014 and joined TD in 2018. She brings her extensive experience in personal banking, customer service, marketing and communication to her role with Bieber Wealth Advisory. As Administrative Associate, Reedhee supports the team and provides client care and coordination. She is always happy to assist clients with any of their day-to-day needs.
Reedhee graduated from the University of Winnipeg with a BA in Rhetoric, Writing and Communication and a BBA in Marketing and enjoys combining the knowledge she gained from her degrees in supporting the team and clients.
Outside of work, Reedhee is an avid dancer. She loves staying active and spending time with her family and friends. Reedhee is fluent in Gujarati and Hindi.
Retirement planning is an ongoing process that helps you prepare for 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.
Charitable Giving
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
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/brock.bieber
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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