Speakers Spotlight: Gwen Becker

“My vision for WINK has always involved a hosted luncheon speaker series covering essential topics in financial and legal literacy. Why? Because, over time I’ve repeatedly seen bright, dynamic women become intimidated and overwhelmed where personal money matters are involved. However, given the insight and understanding to make informed decisions, women generally stop looking in the rear-view mirror and move forward in a positive direction. The critical step: Putting qualified, objective professionals who are passionate about sharing information in the same room with women willing to invest in learning.”
Gwen Becker, CFP, CIM, FCSI, Portfolio Manager & Wealth Advisor, RBC Wealth Management Dominion Securities, facilitates and manages portfolios for individuals, institutions, charitable foundations and endowments. Drawing on over three decades of experience, she works with investors seeking a customized, well-diversified investment strategy that focuses on protecting capital and achieving long-term growth, without exposure to unnecessary risk. Regardless of their financial profile, Gwen’s clients enjoy superior investment management expertise, professional advice and a level of service that fuels long-term loyal relationships. While her clients’ knowledge ranges from limited to sophisticated, all benefit from investment counselling, planning and the ease of knowing a qualified, trusted professional is managing their wealth.
Gwen’s personal motto “never stop giving” is reflected in her volunteer activities. Her contributions have ranged from chairing the Board of her son’s daycare to coaching baseball. Over the years, she has volunteered her corporate fundraising and event planning skills to charities such as Alberta Children’s Hospital, Calgary Flames Foundation for Life, Heart & Stroke Foundation, Alberta Breast Cancer Foundation, CNIB, Prostate Cancer Canada and the Canadian Women’s Foundation. As an initiative leader or contributor, Gwen has helped raise over $2 million for the Calgary community. She has been a member of the Calgary Flames Ambassadors for fourteen years and serves on the Executive Board.
WINK marks a new venture and she looks forward to helping develop its success and writing its five-star review in years to come.
Differentiators:
“People typically make investment decisions from a micro or bottom-up perspective. For instance, they accumulate stocks one at a time and all too often become emotionally attached to them. I take a macro view of investing that begins by developing an in-depth plan reflecting my client’s life-long goals, objectives and risk appetite. I design a diversified portfolio based on unique circumstances, not mass profiling. That’s my starting point for building results.”

Gwen Becker

Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)

Fellow of the Canadian Securities Institute (FCSI)

403.299.5265
RBC WEALTH MANAGEMENT DOMINION SECURITIES

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