Wilson M. Beck Financial Services Ltd.

Expert financial guidance for an ever-changing and increasingly complex world.

Group Benefits

Our comprehensive Group Benefit plans offer your organization’s members peace of mind for their families, homes, education, retirement, and more.

  • Group Retirement
  • Travel Medical Insurance
  • Life Insurance
  • Health and Dental Plans
  • Critical Illness Insurance
  • Disability Coverage
  • Health Care Spending Accounts

Personal & Business

We offer a full range of personal and business insurance services and have access to all major insurance services across Canada to find you the best price.

  • Key Person Insurance
  • Critical Illness Insurance
  • Life Insurance
  • Disability Coverage
  • Travel Medical Insurance
  • Corporate Buy/Sell Insurance
  • Individual Health & Dental Coverage

Investments & Financial Planning

We help individuals, families, businesses, and groups of every size invest their money and plan for their financial futures.

  • Mutual Funds
  • Incorproate Business Owner Tax Planning
  • Trust Accounts
  • Business Transition & Succession Planning
  • Annutities & GICs
  • Financial Planning
  • RRSPs, TFSAs, and RESPs
  • Retirement Planning
  • Group RRSPs
  • Tax Efficient Non-Registered Investments
  • Segregated Funds

Our Financial Partners

Nicole Roussel, QAFP, RRC, EPC
Senior Financial Planner

Wilson M. Beck Financial Services Ltd.

Nicole has been working in the financial landscape for nearly 20 years, helping her clients navigate the complex world of Retirement and Estate Planning. Nicole ensures that all aspects of wealth are protected; through volatile markets, accidents, and sickness, she will safeguard your planning by making it adaptable in the ever-evolving financial mosaic.

Insurance Services are issued and provided by Wilson M. Beck Financial Services Ltd. Mutual funds are provided through Sentinel Financial Management Corp. The contents of this website do not constitute an offer or solicitation for residents in Canada or in any other jurisdiction where either “Approved Person name” and/ or Sentinel Financial Management is not registered or permitted to conduct business. Mutual funds provided through Sentinel Financial Management Corp. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Apply for a Quote Today

If you’re looking for home, auto, commercial, or contract insurance — or if you just have a question — please contact us.