Senior Wealth Advisor & Senior Portfolio Manager
Clinton has been in the industry since 2003, has a Bachelors of Commerce, and holds multiple professional designations, including designations in Financial Planning, Investment Management and Derivatives Markets. Clinton has built a successful wealth management practice on the basis of hard work, a love for the profession and truly caring about his clients. He has set himself apart by building a strong team of experts and developing a truly unique process. The process Clinton and his team use allow them to build a customized Financial plan that addresses all of their clients’ needs, it is called Financial Architecture. Clinton and his wife Jodi live in Beausejour. When he’s not in the office Clinton enjoys the outdoors, is involved in the local community and contributes to charitable causes. Clinton has been involved with the Run for the Cure for many years, as well Clinton and Jodi have started their own charitable initiative, the Pet Life Animal Fund.
Senior Wealth Advisor & Associate Portfolio Manager
Kevin Becker has lived all his life in Manitoba, and currently resides in Winnipeg. He earned his Bachelor of Advanced Economics from the University of Manitoba. Kevin has completed the Canadian Investment Manager (CIM) Designation and carries the Portfolio Manager designation. Kevin has worked in the financial services industry for over 25 years with extensive experience managing portfolios for personal, Corporate and institutional customers. Kevin has built a successful wealth management practice on the basis of hard work, a love for his profession and truly caring about his clients. Kevin prides himself in the relationships he builds with his clients and now enjoys several mutli-generational customers. He works to create investment strategies that are individualized to help ensure you reach your financial objectives by offering tax advantageous investment strategies, incorporating financial planning services and retirement planning. When he is not in the office, Kevin is an avid sports fan and participant. He enjoys cycling, football, baseball but most of all hockey which he continues to play year round. He is a lifelong Winnipeg Jets fan and when he is not participating in sports he enjoys relaxing with his wife Karen and 3 kids at the summer cabin on Lake Winnipeg.
Senior Investment Associate
Alicia has worked in the Financial Services Industry for seven years, most recently at Canaccord Genuity Wealth Management. She joined the Becker/Orr Group in 2019 after two years at Canaccord Genuity. Having worked across various industries, including finance, media and entertainment, she has a diversity of experience that informs her role in client relations.
She is a licensed registered representative and is currently working towards becoming a licensed Portfolio Manager with a focus on building clients’ long-term generational wealth and financial security during retirement. Prior to joining the industry Alicia completed a MBA (International Business), and a BA (English Literature).
Alicia enjoys relaxing music, meditation, reading, decorating and learning new things.
Senior Investment Advisor Assistant (Licensed)
Maricar has over 14 years of experience in the industry. She's been working along side Clinton and Kevin for over 6 years. Maricar's primary objective is to provide excellent customer service to clients and support the advisors by carrying out administrative responsibilities. When she is not in the office, Maricar loves spending time with her husband and two beautiful young children at their cabin in Lake of the Woods. She takes pride in living a healthy lifestyle and enjoying the great outdoors.
Wealth & Estate Planning Specialist
Adam looks after the Wealth & Estate planning needs of our clients in the Winnipeg office since joining the firm in November 2018. His focus and drive to offer holistic financial planning services, strategic Insurance planning, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Adam brings over 17 years of expertise in the financial services industry. He currently holds certification as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM). These highly regarded professional financial designations are the foundation in developing effective solutions for individuals, business owners and professionals in the areas of strategic wealth planning, retirement planning, risk management, estate planning and wealth transfer.