The heart brings you back

By Natali Trivuncic
Staff Writer
ntrivuncic@fortfrances.com

There are the lucky few who have known what they want to be from a young age but for most of us, it is a case of trial and error. For Rebecca Webb, financial planning consultant, it meant going across the globe to realize where she belonged.

There are the lucky few who have known what they want to be from a young age but for most of us, it is a case of trial and error. For Rebecca Webb, financial planning consultant, it meant going across the globe to realize where she belonged.

Webb went to high school in Fort Frances. At the time, there was still the OAC which is a fifth year of high school. Webb said she completed it in Fort Frances and then upgraded some of her OAC at Neuchâtel Junior College, a Canadian school in Switzerland.

At 17, Webb lived with a Swiss family and had the opportunity to visit places in Paris, Germany, Prague and Italy. Webb said there were some homesick moments, but it was one of her most defining years.

Not knowing where her passions lie, Webb went on to study fine arts at the University of Waterloo.  

“I didn’t have a path where I said I wanted to be a teacher or doctor,” Webb said. “In my second year I did the economics class and I just loved it.”

After University, Webb had not initially thought of settling in Fort Frances or going into a career in financial advising but it was her post grad travel to Australia that gave her a new perspective.

“The one thing Australia gave me was I was so ready to come back to Fort Frances and put down roots,” Webb said. “It made me realize that community meant the world to me.”

Webb had already met her now husband at the time but before she left for Australia. Webb said she had a good inkling that he was what forever was going to be.

When Webb returned from Australia, she and her husband bought a home and she started working at the Economic Rainy River Future Development Corporation. Through there, Webb was asked to teach an economics class through Seven Generations and was then introduced to John McTaggart which would put gears into motion for where she would end up today. 

“I took over the reins for John McTaggart at the time and ran the Bass Tournament for a few years,” Webb said. “Doing that at a very young age and being able to see that if I put my mind to something I do it, really helped me.”

Webb then went on to Holmlund Financial where she began doing investments and soon achieved her mutual fund license.

Three years later, Webb moved on to CIBC in 2000 where her career flourished. Webb worked as an advisor for a year before her current role as a financial planning consultant where she deals with investment and retirement planning, wealth protection and estate planning.

“At the end of the day, math is what my solutions are, but it helps empower people to know why they’re saving, for what reasons, how to keep more of their wealth for their families, and not pay as much in tax and really choosing the right strategies,” Webb said.

Webb said she prepares six to eight financial plans a week. A demanding but rewarding job, Webb said she gets to learn about people’s goals and what is important to them. 

Webb added that one of her favourite parts of her job is being able to help generations of families.

“Over these years I’ve helped a grandparent, realize their financial ambitions, and then helped their children realize their ambitions, and then working with young people and helping guide them so that they know right out of the gate, some of the principles,” Webb said.

It does not matter how big your paycheck is, Webb said, adding that the financial principals are the same.

“They’re all priorities, and it’s just figuring out how to make them all work. I can see it on a client’s face that I helped them get clarity around a space that sometimes is a little bit foreign and it’s neat to see people embrace what I love to do,” Webb said.

Aside from her work, Webb has also been very involved in helping with her sons’ hockey teams as well as being on the parent council. The supportive Fort Frances community has been the backbone of many successful community efforts which is why Webb said she volunteers. 

As for those thinking of a similar career path, Webb said her door is always open.

“If you’re looking to figure out different jobs, I know there are so many people that are open to sharing their experiences. We’ve all had to count on somebody who’s inspired us,” Webb said.