Bergh Tatomir & Associates is a boutique financial planning firm dedicated to establish long-term partnerships rooted in strong personal relationships. Our hands-on associates work to ensure our clients unique position is thoroughly understood so we can help them successfully navigate towards their financial milestones.
Retirement planning, asset protection, legacy and succession planning and more - designing your financial future is as easy as calling (403) 264-3644 or emailing admin@berghtatomir.com. Let us help you achieve your financial goals.
Retirement planning, asset protection, legacy and succession planning and more - designing your financial future is as easy as calling (403) 264-3644 or emailing admin@berghtatomir.com. Let us help you achieve your financial goals.
Services
Kim began her career in the financial services and insurance industry at London Life in 2011 after successfully obtaining her Bachelor of Science Degree from the University of Calgary, Major in Actuarial Science and a Minor in Statistics. She has also passed her Life License Qualification Program (LLQP) exam, making her a licensed insurance assistant.
A regular review of your financial situation and goals is essential to ensure your plans evolve alongside your life changes. Using a strategy we call "WealthMAP, " we work together to customize a financial strategy and portfolio providing clear direction to how to achieve your financial goals. WealthMAP gives peace of mind that you've planned for as many of life's detours and obstacles as possible.
Bergh Tatomir and Associates was established in 1998 by Brad Bergh and Darryl Tatomir. The two friends and colleagues began their journey in the life insurance business - one older and wiser, one the young gun.
With their combined strengths, together they shared the vision and energy that led to the growth and success of Bergh Tatomir and Associates as a full spectrum financial services business, offering clients financial planning, risk management, wealth management advice.Joining in the growth and success of the firm, Clark Lowry joined as a partner in 2012 and subsequently Julie Shipley-Strickland partnered in 2014.
With their combined strengths, together they shared the vision and energy that led to the growth and success of Bergh Tatomir and Associates as a full spectrum financial services business, offering clients financial planning, risk management, wealth management advice.Joining in the growth and success of the firm, Clark Lowry joined as a partner in 2012 and subsequently Julie Shipley-Strickland partnered in 2014.
Closer to Home Community Services is a charitable organization located in Calgary that offers a wide range of services designed to meet the unique needs of children, youth and families. Bergh Tatomir & Associates strives to have a positive impact within the community. We are committed to building a more desirable society by working with like-minded organizations to support philanthropic initiatives.
We start with knowing what, and how, to diversify so your asset allocation is optimized. Our understanding of tax consequences, re-investment strategies, and fixed investment plans ensure our clients manage their distributions effectively, and ensure that your planning horizon aligns with your goals.
Reviews
Be the first to review Bergh Tatomir & Associates.
Write a Review
