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Experience the freedom of private wealth management
We believe that you deserve a personalized, holistic wealth strategy that is designed to grow with you. That's why we take the time to discover what’s really important to you and your family — and the legacy that you want to build.
At every step of your wealth journey, we're here to help your goals become your reality.
Build your business — and your legacy
Our multi-generational team specializes in working with business owners and philanthropic foundations. With a proven process and the discipline to see it through, we help you, your family and your business thrive and help you plan your legacy for the future.
Whether you’re building your business, looking to transition it, or planning your legacy, our family-office approach combines disciplined wealth management with the tax-planning expertise of TD specialists to help you find meaning in your wealth.
Grow the world with your business
We work with you to provide wealth solutions tailored to your unique business circumstances. No matter where your business is taking you, we're here to help you through it all.
* some services offered in association with TD Specialists
The building blocks of private wealth management
Every great change begins with a choice
Everyone has a process. So do we. But at the end of the day, it’s how you do it that makes a difference. Make the choice to contact us today to learn more about how we work to make our process work for you.
Gebhardt Paquin Family Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.
Darrell specializes in assisting business owners, retirees, and professionals to accumulate and preserve wealth. He develops each portfolio one investment at a time, incorporating a client’s financial objectives, risk tolerance, estate planning needs and tax considerations. Darrell earned a Bachelor of Commerce from the University of Saskatchewan and holds the Chartered Investment Manager, Certified Financial Planner, Financial Management Advisor, and Fellow of the Canadian Securities Institute designations. He formerly served on the Manitoba Board of the Investment Industry Regulatory Organization of Canada (IIROC).
Raised in rural Saskatchewan, Darrell maintains strong connections to his roots. He resides with his family on his acreage near Teulon, MB. In his spare time, Darrell volunteers as a coach for a basketball team and keeps very active with his two sons’ sports and extracurricular activities.
Bieber Gebhardt Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Cedric Paquin has attained the Chartered Accountant, (CA), Certified Professional Accountant (CPA), Certified Financial Planner (CFP®) and the Trust and Estate Practitioner (TEP) designations and has over fifteen years of industry experience. He is focused on providing investment advice and tax-planning strategies to high net worth families and business owners. We feel that his expertise and knowledge in accounting will enable him to devise tax-efficient wealth strategies for our clients.
Deenish joined our team in 2017 and is our marketing and events coordinator. She organizes client seminars and charitable sponsorship events, arranges passes for clients to attend museums and other attractions, and assists with client communications.
With her bright energy and contagious laugh, Deenish creates a client experience that goes beyond financial matters to make a meaningful impact on people’s lives. She also contributes a host of ideas for our continued growth. Deenish holds a Bachelor in Business Administration with a major in Economics.
Jenna co-leads our administrative hub along with Jeff Sveistrup. Her strong work ethic and keen attention to detail help to keep us well organized and efficient. Jenna has 10 years of experience in financial services and prides herself on delivering prompt and professional service.
Born and raised in Winnipeg, Jenna spends her time away from the office cultivating her backyard garden and spending quality time with her niece.
Jeff Sveistrup acts as the head of client communications for our team. As a Client Relationship Associate, he is in constant contact with clients and assists with scheduling and conducting client meetings, telephone appointments, organizes and plans our educational seminars and client appreciation events.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
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.
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.
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.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
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.
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