About
Our team
Our team has sincere respect for the needs of Clients who come to us for help. We're proud residents of Grey-Bruce county and want to support the people who live here. We listen to Clients and strive to meet their insurance and investment needs with a focus on integrity, knowledge and a top-notch level of Client service. With regular reviews, we can make adjustments to your plan as your needs change over time. Let's talk about your plan for a bright financial future.
Whitehead Beckett Financial Services Inc.
Job Title: It all starts with great advice!
Phone: (519) 364-3132
Tyler Beckett
I started with Sun Life in 2012 and my focus is helping Clients achieve a lifetime of financial security. I provide planning and tax strategy solutions to families, individuals and business owners. I use an effective mix of insurance and investment solutions so that you can look towards retirement with confidence. Clients value that I am genuine, respectful and trustworthy. This makes our discovery and planning work more comfortable.
My passion for music has taken me all around the world as a successful touring musician, playing with country and bluegrass bands. I started violin lessons at the age of three and continue to play today
I love to travel but there's no place like home. As the 7th generation of my family to live in Grey County, I'm proud to serve my community as an advisor. I can help you start your journey towards lifetime financial security.
Michael Whitehead
As an advisor since 2004, I'm passionate about helping people build their savings and protect their assets. Knowledge is power, especially when it comes to planning your financial future. My background in engineering and finances enhances the advice I provide. I find great satisfaction in working with Clients to build their plans to achieve their goals. My values include integrity, honesty and hard work. I can help you select retirement and investment solutions so that you can experience financial security. Not only will I provide you with the products and services to help you achieve your financial goals, I'll provide you with powerful insights that will stay with you for a lifetime.
Whether you're single, have a family or own a business, I can help you. I’ll build a plan that will help you experience a bright financial future and retire your way.
Running, biking and spending time with family at our cottage in Sauble Beach are a few of the ways I enjoy life. Among other personal accomplishments, I'm proud of having completed five marathons.
Job Title: Advisor, Sun Life, B.Sc., M.Eng
CFA
Email: michael.whitehead@sunlife.com
Address: Hanover, Ontario
Julie Whitehead
As an Associate Advisor, I take pride in helping Clients achieve their goals for today and plan for their dreams of tomorrow. I listen carefully to their needs before helping them put together their clear financial roadmap. I genuinely care and feel a great responsibility to Clients. Clients appreciate that I am competent, respectful, and a great listener. Being in the financial services industry since 1989 enhances the advice I give Clients. I believe you don't have to be wealthy to make wise choices for your financial future, to leave a lasting legacy, and protect your loved ones. I can help you with your life, health and disability insurance as well as succession planning.
My favourite pastimes include singing, walking and spending time with my family.
Job Title: Associate Advisor, Sun Life, B.A.
Email: julie.whitehead@sunlife.com
Address: Hanover, Ontario
Marg Cordery
Since 2015, I’ve been assisting the team with Client requests and meetings in my role as an Advisor Assistant. Knowing that our team is helping Clients and making a different in their lives makes me happy. I’m dedicated to our team and the Clients we work with. I provide support in the preparation and administration of our insurance products.
I enjoy spending time with my husband and our two children. In my free time, you’ll find me reading a good book or going for a walk.
Job Title: Advisor Assistant, Sun Life
Email: marg.cordery@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.