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.

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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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Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/scott.beck

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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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