Our Team

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Tom Beck, CFP®, CCS, CEA

Certified Financial Planner®
Certified Cash Flow Specialist™
Certified Executor Advisor
Life Insurance Advisor

Tom began his financial services career in the banking sector and quickly understood that clients wanted “personalized service”. In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.

Every family has hopes and dreams for their future, but some ignore the potential risks and do not have a plan to protect them, if something should happen. Tom has dedicated his practice to helping families to prepare for the unexpected challenges that life can present – the “what ifs?”” His recommendations are based on extensive fact finding sessions through his access to some of the best minds in the business.

Tom has lived in Aurora, Ontario for over 25 years, and has always been a caring and involved person in his community. Tom believes in order to be successful a balance between work, family and his community involvements must be attained. Tom volunteers with the Optimist Club of Aurora in their efforts to assist children in our community with their needs. Tom was a Director and Treasurer for the Aurora Chamber of Commerce. When possible Tom enjoys a round of golf or wood working in his garage.

As a member of Advocis, Tom is in good standing with the Financial Planners Standards Council (FPSC) and The Financial Services Commission of Ontario (FSCO).

Feel free to give Tom a call or email him with your personal financial needs and he will be glad to sit down and discuss what options your individual circumstance may have.

Sheila Beck, CCS

Life Insurance Advisor
Certified Cash Flow Specialist™

As a dedicated life insurance broker, Sheila empowers families to prepare for the future and navigate life’s unexpected challenges—the “what ifs.”

After spending several years in the insurance industry, Sheila obtained her life license in 2001. Recognizing the importance of education and planning, she earned her CCS (Cash Flow Planning Designation) in 2016. Sheila is passionate about educating families on the tools available to secure their future, ensuring they are well-prepared to protect their hopes and dreams against unforeseen risks.

A native of Weston, Ontario, Sheila’s approachable nature and genuine friendliness immediately put clients at ease. Her consultative style emphasizes education, empowering families to make informed and confident decisions. She believes that understanding is the foundation of effective planning.

Sheila’s journey began in Streetsville, Ontario, followed by moves to King Township and Aurora, where she raised her three children. Active in her community, she contributed to the Optimist Club of Aurora and was a member of the Aurora Chamber of Commerce. During the COVID-19 pandemic, Sheila and her partner, Thomas Beck, relocated to the scenic township of Tiny near Georgian Bay, embracing a new chapter in their lives.

In Tiny, Sheila has discovered her artistic side, joining local art groups and attending classes in Midland to refine her creative skills. She also enjoys golfing as part of the women’s league at Midland Golf & Country Club and finds joy in her local book club, where she shares her love of reading and community conversations.

Professionally, Sheila is a proud member of Advocis and maintains good standing with both the Financial Planners Standards Council (FPSC) and The Financial Services Commission of Ontario (FSCO).

Together with Thomas, Sheila co-owns and operates Beck Financial Solutions Inc., providing clients with access to expert advice. Their mission is to transform their clients’ relationship with money, fostering “prosperity and choice” in their lives.

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