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Brock Bieber

Portfolio ManagerInvestment Advisor

  • FPSC Level 1®
  • CIM®

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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.    

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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.

ADDITIONAL CONTACT

Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757

LANGUAGES

English

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

Financial strategies designed for farming families

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

Join us at our next 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:
  • Market Outlook, Canadian Dollar and interest rate trends
  • How to position your portfolio for unpredictable markets
  • Wealth transfer strategies
  • Strategies to protect your legacy
  • How to reduce probate costs
RSVP for this event

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Achtung 2020

It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from my services?