MAP
LIST
.jpg?height=161&width=161){kind=spacer}
Portfolio ManagerInvestment Advisor
360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3Map
.jpg)
Growing up in a family with deep roots in the investment industry, I knew from an early age where my passion lied. At the age of nineteen, I started working for my father's investment firm, Bieber Securities, and it was the mentorship, knowledge and experience gained during this time that ultimately led me to pursue a career in wealth management along with several industry designations after graduating from the Asper School of Business.
As a Portfolio Manager with TD Private Wealth, I am passionate about the ability to make a meaningful impact in the lives of our diverse clientele; business owners, professionals, retirees and their families.
Each relationship is inherently unique – as are the strategies we recommend. Whether your goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, our goal at Bieber Wealth Advisory is to ensure you make confident and informed decisions when it comes to growing and protecting your money.
Our process starts with a deep discovery that helps us identify everything that is important to you. Not only will we understand your financial complexities and ultimate objectives, but we use the concepts of behavioral finance to better understand your personality and deliver a wealth plan in a language you understand.
Away from the office, I am a sports enthusiast and am still actively involved with volleyball, ultimate, squash and golf. I also have a life-long passion for music, specifically guitar and piano. My wife and I are proud parents of our first son now 7 months old and together we enjoy time at our family cottage up in Riding Mountain National Park.
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
English
Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.
| Time: | 09/30/2019 6:00 PM - 8:00 PM |
| Location: | St Claude Community Centre 58 PR 240 South St. Claude, Manitoba Maps & Directions |
| Speaker: | Brock Bieber, Shawn Friesen |
| More Info: | Join our experienced panel as we explore economic trends, market highlights, and important tax, retirement and estate planning strategies designed for farming families. Panel Discussion: Strategies to create an income stream you can't outlive The Seven biggest mistakes made in retirement and how to avoid them The steps involved in a successful farm transfer Wealth Transition Strategies Market Outlook, Canadian Dollar, interest rate trends |
| RSVP for this event | |
| Time: | 10/03/2019 6:00 PM - 8:00 PM |
| Location: | Clarion Hotel & Suites 3130 Victoria Avenue Brandon, Manitoba Maps & Directions |
| Speaker: | Brock Bieber, Dustin Mansfield, Trent Sholdice |
| More Info: | Join our expert panel as we explore economic trends, market highlights, and important tax and estate planning strategies to help reduce your tax bill and protect your legacy. Topics:
|
| RSVP for this event | |
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.
.jpg?width=107){kind=spacer}
[1].png?height=169&width=)
