Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our Services
• Investment and Asset Allocation Strategy
• Ongoing Portfolio Rebalancing
• Retirement Objectives
• Estate and Insurance Planning
• Monitor and Revise Plan as necessary
• Tax Management*
• Comprehensive Reporting
• Strategic Partnering with your Professional Advisors
* As it relates to your investments
Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.
Our purpose
Our team believes acquiring high-quality investments and having them professionally managed are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Testimonials
“Perry and Gord’s knowledge and experience in assisting our future
retirement goals has been a positive experience. Their processes and
approach are comprehensible and have proven to be successful.
-
Ken and Marion M.
“It’s hard to believe retirement is
just a few months away! Thanks for all the help in accomplishing this
goal! As the old saying goes “We Cannot Direct The Winds But We Can
Adjust Our Sails” and we have done that over the years. Following your
process and evaluating my goals on a regular basis has been the key!
Thanks again.”
- Tim and Karen R.
“Gord and Perry
provide an honest and conscientious approach to personal wealth
management. Their information is current and well researched and they
review my portfolio regularly. They have proven to be trustworthy,
reliable and intelligent.”
- Laurie M.
“Gord and
Perry have provided ideas and opportunities to actively achieve our
financial goals. Their personal service and insight into the
marketplace has been A .”
- Lianne and Dave S.
“The
Berezan Sherven Group continues to provide great financial investment
advice and service – all of our financial concerns are handled
promptly and professionally. Using their knowledge and expertise, and
having us stick to a sound plan for investing, the Berezan Sherven
Group have helped us succeed with our goals.”
- Dianne and Dave M.
