
Whitehead Beckett Financial Services Inc.
Area(s) served: Hanover & Owen Sound
Who we are
How we choose to live and plan our future affects the people around us. As we evolve, we all deserve to enjoy life and be part of a healthy community. Feeling secure and knowing that our loved ones are safe is the most important goal of all.
We support families, individuals and business owners with financial solutions. We use an effective mix of insurance and investment solutions to help ensure greater financial security.
We look forward to helping Clients achieve financial security and live healthier lives. We’ll be there to support you and your loved ones.
Who we service
Learn more
Business owners general

Families

Pre-retirees and retirees
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

Get in touch today to discuss how you can protect your business.