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Credibility, Experience, Integrity, & Transparency

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Dedicated to assisting clients build intelligent investment strategies that meet their goals and needs. Scott’s approach is focused on personal service and pro-active advice to earn trust and build relationships for life.


Having successfully completed the Professional Financial Planning Course and as a licensed Insurance Agent, Scott offers his clients an all-encompassing level of support that helps his clients to retire on their own terms.

As a past president of the Halton Hills Chamber of Commerce, Scott has developed the skills and expertise that are of particular benefit to business owners and professionals.

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Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

R. Scott Becksted, BES Photo

R. Scott Becksted, BES

Financial Advisor - Manulife Securities Incorporated

Life Insurance Agent - Manulife Securities Insurance Inc.
Intelligent Investment Strategies


Telephone: 905.896.9060 ext. 3810
scott.becksted@manulifesecurities.ca

Scott Becksted is a Financial Advisor and Life Insurance Agent with over 25 years of investment industry experience. He provides on-going advice to high net worth individuals, families and corporations. Scott has strong knowledge of a wide spectrum of financial instruments and services that he uses to help his clients manage their wealth in a cost efficient, objective and transparent manner. Scott is an avid skier and cyclist.

Scott is a graduate of the University of Waterloo. He spent 7 years on the board of directors of the Halton Hills Chamber of Commerce, serving as President from 2000-2002. 


Our Approach

Scott offers his clients a choice of two types of account platforms - fee-based or traditional commission-based.

He will take the time to thoroughly understand your situation and financial position before making any recommendations. He will provide you with independent and objective information about intelligent investment strategies for both your business and your personal life.

Scott provides on-going advice to business owners, professionals, corporations, and high net worth individuals and their families.


Our Six Step Process

Scott is committed to his clients and dedicated to client service.
He adheres to a six step process:

-1-

Reach an understanding of the client’s needs, objectives and risk tolerance level.

-2-

Undertake an assessment of the client’s current financial position.

-3-

Develop objective recommendations that choose from an array of investment opportunities to meet the specific needs of the client.

-4-

Document the analysis and proposed solutions.

-5-

Implement the agreed upon strategy on behalf of the client.

-6-

Monitor, report and refine the client’s strategy as required.

Philanthropy

Scott is a member of the Halton Hills Chamber of Commerce. He spent 7 years on the board of directors of the Halton Hills Chamber of Commerce, serving as President from 2000-2002.

Scott also served on the Major Gift Committee of the the town of Halton Hills LocalMotion Campaign and as a member of the organizing committee for the Georgetown Terry Fox Run.



"Scott,
After discussions with my wife Joanne, we would be very pleased if you could arrange to transfer our investment portfolio under your supervision.

We look forward to continuing having you as our personal investment advisor. We have always felt you handle our investments as if we are as important to you as any larger account, and I personally have always appreciated your direct personal contact with any developments occurring in the trading world that could benefit our account. Please make the arrangements necessary as soon as possible. I would appreciate if you could contact me when this transaction has been completed. Thank you and best of luck with your new position Scott."

- Jack

" Dear Scott,
My good wishes and Congratulations on your new assignment. I always had excellent cooperation and service from you. I would like to continue the relationship and would like to discuss the modalities. I will call you in the very near future.  Best regards,"

- Jan

Full-service Wealth Management

Our Solutions

Scott is dedicated to delivering additional value to his clients through his commitment to providing reliable, timely and responsive investment management advice. He and his team provide full-service wealth management  and investment planning advice to both individuals and corporations.

He will build you a portfolio tailored to your specific investment goals, risk comfort level and time horizon that is focused on creating value, managing risk and building wealth.

Backed by an in-house team of experts, Scott will work to protect your wealth during times of market uncertainty and maximize your growth during rising markets.

Investment & Asset Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Tax Minimization Strategies

  • Tax efficiency of investments
  • Tax deferral
  • Tax conversion
  • Passing assets through your estate
  • Income splitting
  • Intergenerational transfer

**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.

 

Corporations and Businesses

  • Business Risk Management
  • Investment and Asset Management
  • Group RSP
  • Tax Efficiency of Business Income
  • Group Benefits

Risk Management & Needs Coverage

  • Income protection
  • Asset protection
  • Family protection
  • Estate protection
  • Travel Insurance

Other

  • Capital Needs and Cash Flow Analysis 
  • Education Planning     
  • Short term goal planning 
  • Debt Management
  • Beneficiary audit

Getting Started is Easy

Referrals are welcome, respected and appreciated

If you know of a friend, relative or colleague who could benefit from my financial advice and investment management strategies you may fill out the form below to initiate an introduction or simply give me a call. I would be pleased to provide a complimentary second opinion portfolio review. All referrals are treated in complete confidence. By completing this form you are also indicating that you have received permission from the person that they be contacted.

* Required




Scott Becksted, BES

Financial Advisor, Manulife Securities Incorporated
Insurance Agent, Manulife Securities Insurance Inc.

905.896.9060 ext. 3810
scott.becksted@manulifesecurities.ca



905-896-9060 ext. 3810