Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.
Every family has hopes and dreams for their future, but some ignore the potential risks and do not have a plan to protect them, if something should happen. Tom has dedicated his practice to helping families to prepare for the unexpected challenges that life can present - the "what ifs?"" His recommendations are based on extensive fact finding sessions through his access to some of the best minds in the business.
Tom has lived in Aurora, Ontario for over 25 years, and has always been a caring and involved person in his community. Tom believes in order to be successful a balance between work, family and his community involvements must be attained. Tom volunteers with the Optimist Club of Aurora in their efforts to assist children in our community with their needs. Tom was a Director and Treasurer for the Aurora Chamber of Commerce. When possible Tom enjoys a round of golf or wood working in his garage.
As a member of Advocis, Tom is in good standing with the Financial Planners Standards Council (FPSC) and The Financial Services Commission of Ontario (FSCO).
Feel free to give Tom a call or email him with your personal financial needs and he will be glad to sit down and discuss what options your individual circumstance may have.
As a life insurance broker, Sheila is dedicated to helping families prepare for the future and the unexpected challenges that life can present – the 'what ifs'?
After working in the insurance industry for a number of years, Sheila decided to obtain her life license in 2001 and then realizing the importance of education and planning Sheila went after her CCS (Cash Flow Planning Designation) which she successfully completed in 2016.
Every family has hopes and dreams for their future, but some ignore the potential risks and do not have a plan to protect them, if something should happen. Sheila is caring with educating families about what is available to them to plan for their future.
Having grown up in what was once known as the village of Weston, Ontario, Sheila has a friendliness which readily puts the families she meets at ease and ensures that they understand all aspects of the services she provides. Education and information are very important to Sheila and with her consultative style; she makes sure that her families are informed and comfortable with their decisions.
Sheila has enjoyed living in the Aurora & King Township area for over 19 years, and was very involved in her community during her own children’s (now adults) growing-up years. Sheila helps out at the Optimist Club of Aurora, and is a member of the Aurora Chamber of Commerce. Sheila also enjoys being a member of her local Literary Ladies book club and golfs on Westview’s ladies league. Sheila is also a member of Advocis, Sheila is in good standing with the Financial Planners Standards Council (FPSC) and The Financial Services Commission of Ontario (FSCO).
Together, Sheila and partner Thomas Beck, own and operate Beck Financial Solutions Inc. and can ensure that their clients have access to the best expert advice available to them so that they can transform their relationship with money and have “prosperity and choice” in their lives.
