CERTIFIED FINANCIAL PLANNER® – HollisWealth Advisory Services Inc.
Insurance Advisor – London Life, HollisWealth Insurance Agency Ltd.
“Every meeting is an opportunity to learn more ways to help my client achieve their financial goals.”
Clark successfully completed his diploma in Business Administration at SAIT Polytechnic. After graduating, Clark began his financial advising career through the Freedom 55 Financial banner at London Life. After 4 very successful years, Clark joined Bergh Tatomir & Associates in April 2012. This allowed him the opportunity to offer greater benefits to his clients.
Since the beginning of his career, Clark has been a member in good standing of Advocis, and has continuously pursued higher education so that he can grow with the industry. To date, he has successfully completed his CERTIFIED FINANCIAL PLANNER® designation.
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.