Brock Bieber

BIEBER WEALTH ADVISORY
Brock Bieber

Senior Investment Advisor

Senior Portfolio Manager

CIM®

CFP®

FCSI®

Navigating your wealth journey with confidence

Phone

Office

(204) 988-1673

Office Location

360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3. map

At Bieber Wealth Advisory, we take the time to get to know you, your family and your business so we can help empower you to make smart, informed decisions about your financial future.

With a focus of serving affluent business owners, professionals, and agricultural families our mission is simple: to provide our clients with confidence and clarity at every stage of life.

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.

Certificates

CIM®

CFP®

FCSI®

Education

B.Comm (Hons.) - Asper School of Business, University of Manitoba

Navigating your wealth journey with confidence

You can’t predict the future, but you can plan for it. That’s why at Bieber Wealth Advisory, we help you live for today and look ahead to tomorrow. We take the time to get to know you, your family and your business, so we can help empower you to make smart decisions about your financial future.

Whether your goal is to manage a windfall, plan for an estate-tax liability, create financial security in retirement or to leave a legacy for your family, our Advice for Life planning process is designed to help you live the life you want to lead.

With Brock’s commitment and support, we can help you navigate your wealth with confidence.

Our Holistic Approach

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth:  Developing effective strategies and investment solutions that align to our clients' evolving needs.

Protect What Matters:  Integrated strategies that prioritize and protect what matters most to our clients, at every life stage.

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when our clients need it. 

Leave a legacy:  Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Advice for Life

When life inevitably evolves and your financial needs shift, we’re here to guide you every step of the way. Our Advice for Life process acknowledges both the predictable and the unexpected — and helps you plan for both. Leaving no stone unturned, we listen closely to your questions, ideas and concerns before offering thoughtful solutions.

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.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

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

Guiding Jessica to find the right balance

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.

Our Services

Whether your needs are straightforward or complex, we’re dedicated to delivering tailored
wealth management strategies with client-focused service. With the collaboration of TD specialists we can help you with:
  • Investment management
  • Retirement planning
  • Cash-flow management 
  • Strategic tax planning
  • Asset protection
  • Education-savings support
  • Charitable giving and philanthropy
  • Business succession support
  • Private banking
  • Custom credit services
  • Insurance advice
  • Wealth transfer
  • Trust and wills