Brock Bieber
Senior Investment Advisor
Senior Portfolio Manager
CIM®
CFP®
FCSI®
Navigating your wealth journey with confidence
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Office Location
Brock is committed to offering smart, straightforward advice that simplifies the wealth management process. With a broad mix of business owners, retirees and agricultural clients, Brock understands local family and business needs. He is dedicated to building strong, working relationships that last.
Bieber Wealth Advisory is focused on helping you make confident and informed decisions about growing and protecting your money. Brock is the big-picture thinker who supports his clients with thoughtful care.
Prior to joining TD in 2018, Brock had a long history in financial services. He grew up in a family with deep roots in the investment industry and found his passion at an early age. Having worked at Bieber Securities, the family firm, and later at National Bank Financial, he gained the experience, mentorship and knowledge he needed to build a career helping Manitoba families manage their wealth. He graduated from the Asper School of Business at the University of Manitoba and holds the Chartered Investment Manager and Qualified Associate Financial Planner designations.
Brock lives in Winnipeg with his wife and two young children. He has family in Brandon and strong connections across rural Manitoba. He is a sports enthusiast with a lifelong passion for music.
Bieber Wealth Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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Certificates
CIM®
CFP®
FCSI®
Your Goals, Our Priorities
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
High Net-Worth Individuals and Families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Jessica - Seeing new possibilities with the right financial advice
When it comes to investing for your future, it can be difficult to find the right balance when prioritizing multiple goals. Finding the right advisor can be a critical step toward building a personalized plan that could help you reach your financial goals.
For Jessica, she wanted to experience life and make memories with her family. Financial advice from TD Wealth allowed her to see new possibilities, so she can enjoy today AND save for her future.
Connect with me to learn how you can prioritize what is important, while focusing on your financial goals.