B. Ed., CLU, CHFC, CFP®, CHS
CERTIFIED FINANCIAL PLANNER® – HollisWealth Advisory Services Inc.
Insurance Advisor – London Life, HollisWealth Insurance Agency Ltd.
“Clients deserve the best advice, and also the best service.”
Brad joined London Life in 1984, and in 1998 he created Bergh Tatomir Financial Services. In addition to remaining in good standing with Advocis and the Financial Planning Standards Council, Brad has been very involved throughout his career. He is a Past-President for Advocis, was an elected member of the Alberta Insurance Council for 3 years, and has been an active member of the Investment Funds Institute since 1995.
In 2014, Bergh Tatomir Financial Services was re-branded to Bergh Tatomir & Associates to recognize the tremendous amount of growth the firm has experienced and to appreciate the wonderful additions brought on by this professional growth.
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*Insurance products are offered through London Life with the exception of certain products which are offered through HollisWealth Insurance Agency Ltd.