Scott Beck
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
Cornwall, ON, CA
Insurance solutions made simpleWhether 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.I’m located in Cornwall, Ontario. I offer in-person appointments as well as virtual appointments for Clients located across Ontario and Alberta. Contact me if you’re ready to book your appointment. https://advisor.sunlife.ca/scott.beck/
EDUCATION
University of Alberta
B.Comm, Business
University of Alberta
Bachelor of Commerce (B.Com.), Business
SKILLS
ABOUT SCOTT BECK
For over 35 years, I have been a trusted financial security and investment representative, passionately helping Canadians achieve their retirement and estate planning goals. I pride myself on building lasting relationships rooted in trust, listening carefully to my clients\' financial objectives, and crafting tailored solutions to meet their unique needs. My commitment to professionalism, ethics, and continuous education has always been the foundation of my work.As an experienced advisor, I specialize in mitigating risks faced by entrepreneurs, addressing concerns like health, injury, and creditor protection. By leveraging a robust suite of insurance tools and solutions, I provide guidance and recommendations that empower business owners to safeguard their financial future.Drawing on my past role as a manager and developer of self-employed advisors, I bring a deep understanding of the unique challenges and opportunities that small business owners encounter. I’ve worked closely with entrepreneurial clients and peers, equipping them with strategies to navigate complexities and optimize their financial plans. My proven process includes understanding client goals, reviewing income sources and savings (including RRSPs), and creating personalized, confidential investment plans that I continuously monitor and adjust for success.I am dedicated to delivering unparalleled value through effective investment solutions, personalized service, and a client-centric approach. My passion lies in providing educated advice, backed by decades of experience and ongoing professional development.I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
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