Scott Beck

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

Job title: Advisor, Sun Life, B.Comm., EPC, RHU

Area(s) served: Ontario, Alberta, Manitoba, Saskatchewan and British Columbia

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Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Insurance solutions made simple

Whether you’re a family looking for coverage or a retiree planning major decisions, I can help. I’ll give upfront guidance in a simple way so you can understand your options. I want you to be able to make confident decisions that will help you reach your goals.

I want us to get to know each other so that I can not only assess your situation and make appropriate recommendations but also so you can begin to trust me. We’ll spend time to understand each other so you can feel assured that our relationship is built upon mutual respect.

While I’m located in Cornwall, Ontario. I offer in-person appointments as well as virtual appointments for Clients located across Ontario, Manitoba, Saskatchewan, British Columbia and Alberta. Contact me if you’re ready to book your appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Myth busting, investment style.

Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/scott.beck

#SunLifeOnePlan #TFSA #RRSP

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

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Office information

Cornwall, ON

Phone:

(613) 362-5213

Email:

scott.beck@sunlife.com

Cell:

613-362-5213

Address:

132 Markell Crescent,, Cornwall, ON, K6H 6X2 Canada

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