Your Financial Future
Won’t Wait
Plan to Prosper with my
5-step financial planning guide.
What You'll Discover:
- Clarity: A plan that quantifies your financial needs and provides a clear roadmap to meet specific goals.
- Credibility: An asset allocation strategy that reflects your personal risk preferences and market fluctuation tolerances.
- Consistency: Your Plan to Prosper includes ongoing reviews of tactics and progress.
Download my 5-step financial planning guide:
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Brett A. Berman
MBA, CFP, FCSI, CIM
My Four Key Strengths
- Uncommon Insight: My professional background in Strategy and Product Intelligence & Development included positions, such as Head of Research & Development for RBC Global Asset Management. The insight into the investment universe gained from that experience gives me the knowledge, skill, and confidence to propose astute investment product selections and sound client solution recommendations.
- Genuinely International: Excellent knowledge of international markets is a competitive advantage in today’s global economy. Having earned an MBA from the internationally renowned IMD Business School and worked, in the US and the UK, at the world’s 4th-largest money manager, Fidelity Investments, I can strengthen your financial plan with a pragmatic international background.
- Tax Efficient Strategies: While tax consequences shouldn’t be the driver of investment decisions, they are an essential consideration. A keen appreciation of tax impacts is a vital component of my process.
- Risk Management: I take a holistic wealth management approach that includes comprehensive investment management and life insurance. With a degree in Psychology (Honours) and studies in Behavioural Economics, I can provide objective analyses and recommendations that help remove the emotional factor from the investment decision making process.