Whitehead Beckett Financial Services Inc.

Job title: It all starts with great advice!

Trustworthy advice you can count on

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How we work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:


  • Assessing your current financial situation,
  • Setting achievable goals,
  • Developing a realistic approach to meet those goals,
  • Helping you work toward your goals and
  • Helping you revise that approach as your needs change.


To book an appointment and get started on achieving your financial goals complete the contact form below!

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.

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

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8 ways you can benefit from life insurance:

1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause

Read more about protecting your wealth with life insurance in this article.

Office information

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.