Meet Our Team
Prairie Mountain Planning brings together a team of independent advisors,
tailored to meet your specific financial needs.
Shawn Beggs, BA, CFP®, CIM®
Investment Advisor
Shawn began working in the financial industry in 2014. He currently holds his certified financial planning designation and his chartered investment manager designation.
Shawn realizes everyone has a unique set of circumstances with a different ability and willingness to accept and bear risk. This is why Shawn takes pride in researching market conditions and providing advice on suitable market investments. He wants to make sure the investments you hold today are in your best interest.
Focusing on the long term, Shawn helps individuals and families create a sustainable retirement. He works closely with clients to help navigate the complexities of investment accounts while seeking tax efficient cash flows.
In his downtime, you can find Shawn exploring Vancouver Island with his fiancée Lauren.
Josh Czech, BBA, CIM®
Investment Advisor
Josh has worked in the financial services industry since 2012. After spending a number of years at one of the big five banks in both management and advisory roles, Josh recognized large corporations are not equipped to offer the personalized service many clients need. The move to Prairie Mountain Planning with iA Private Wealth allows him to provide clients unbiased and honest advice and to provide truly exceptional personal service.
When he’s not pursuing continuous learning in the financial field, Josh spends his spare time at the gym, being physically active outdoors or watching sports.
Tom Beggs, BA, CPA, CGA, CMA, FMA, FCSI®, CD
Investment Advisor
Tom is a tax planner and Investment Advisor. He knows that having the right tax strategy is key to financial planning and long-term financial success.
A member of the securities industry since 1998, Tom holds a degree in Economics from the University of Western Ontario and a diploma in Financial Management from Algonquin college. His studies included economic analysis, quantitative methods, and advanced cost analysis.
Prior to entering the securities industry, Tom served in the military for 23 years as a major in logistics and finance.
In his spare time, Tom enjoys spending time with his wife Carol, his three children and granddaughter.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
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