Building and preserving wealth at every life stage
At Bekker-Bergh-Yeo of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISORS
Randy Bergh
Randy is an experienced Investment Advisor with over 39 years in the industry, starting at Westfield Securities and finally arriving at Richardson Wealth in 2013. Randy works with individual investors or inclusively with their family, to determine their financial needs and prepare the family for generational wealth transfers.
Randy is a native Calgarian. While obtaining a Business Commerce degree from the University of Calgary, he played for the University of Calgary Dinos from 1973-1976, and subsequently helped coach the team to three Vanier Cup Championships. Randy stays active, spending his weekends outside skiing or hiking.
Keith Bekker
Keith brings over 38 years of investment industry experience to the team. He grew up on a family farm in Southern Saskatchewan and attended the University of Saskatchewan studying Computational Science and Fine Arts. Keith began his financial career as a management trainee for the Toronto Dominion Bank and has worked at several investment firms, including Macquarie Private Wealth, later acquired by Richardson Wealth in 2013.
Keith is a proud co-founder of The Rotary Club of Calgary at Stampede Park’s, Stay in School Program. The program provides post-secondary education grants to capable students from financially challenged families. When Keith has spare-time you’ll find him with his wife Marguerite and their three boys on the golf course or in the kitchen making his specialty, pasta puttanesca!
RYAN YEO
Ryan began his career in 1998 with a predecessor firm to Richardson Wealth, after graduating from the University of Calgary. He believes in a holistic approach to wealth planning to suit the individual investor. Utilizing Tax and Estate Planning Teams, Ryan creates an all-encompassing plan for his clients’ wealth goals, including insurance planning, tax minimization and charitable donations.
When not dealing with the day-to-day business, Ryan and his wife spend time keeping up with their three kids. They are heavily involved in hockey and soccer where you can catch Ryan coaching or cheering in the stands. Come summer, Ryan, his wife Gina, and their children head to Kananaskis to camp, hike and enjoy the mountains.
Learn more about us
Raymond James Ltd.
