What You will Learn
At Becker Orr, we specialize in comprehensive financial planning and investment advising for individuals, families, and businesses. Our approach is multi-disciplinary, emphasizing long-term strategies grounded in realism and accountability.
Key members Clinton Orr and Kevin Becker bring unique strengths to our team. Clinton, since 2003, has been crafting tailored financial plans, while also engaging in community and charitable work. Kevin, with over 25 years in finance, focuses on personalized investment strategies and building lasting client relationships. Their complementary strengths and decades of experience enable them to help clients answer big financial questions and have peace of mind about their financial plans.Â
Meet your Hosts & Portfolio Managers
I would highly recommend this team. One of the best, most caring, consistently smart, organized teams in Canada. One of the best if not the best.
Eileen H
Why Choose Us
I certainly do recommend this team because of their transparency with fees and the ongoing open communication and performance, as well as guiding me through my financial plan.
Mark Sven
We have been clients for over 10 years and have never hesitated in recommending Clinton to family and friends. Very happy always with the service as it is above expecations always.Â
Terry/Scott N.
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CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA 


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Discover the crucial steps to calculate your retirement savings needs, explore the different phasesÂ
of retirement and master investment strategies for peace of mind during retirement.Â
Becker Orr's Guide to aÂ
Successful & Secure Retirement
Clinton Orr
Senior Wealth Advisor
Senior Portfolio Manager
Kevin Becker
Senior Wealth Advisor
Portfolio Manager
Part 3
- Asset Classes and Tax-Efficient Income
- Minimizing Taxes in Retirement
Part 1
- Determining Your Retirement Needs
- Phases of Retirement
Part 2
- Retirement Timing
- Avoiding Common Pitfalls
- Behavioral Red Flags