Changes to our Investment Framework to Serve You Better

We’re always looking for ways to provide better services and advice to our clients. We recognize that people’s needs continually grow and change, so your choice of investment advice and products should keep up with those needs to provide the best holistic financial planning approach.

With that in mind, Bergh Tatomir & Associates is pleased to announce that we are Continue reading

We’re Hiring!

Bergh Tatomir & Associates is a boutique financial planning firm dedicated to establishing long-term partnerships with our, clients rooted in strong personal relationships. Our hands-on Associates develop plans that respect our clients’ unique financial position, and help them successfully navigate towards their retirement milestones.

We are currently looking for a candidate to assist us administratively with filing and front desk Continue reading

Taxes and Transferring Life Insurance 

“When business and family relationships change, people may need to move a life insurance policy from one person or entity to another.”

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Serious Sickness Doesn’t Have To Sideline Finances

If you are in the age range of 20-30 its likely that life insurance isn’t even a thought. Generally being at the beginning of your career and more often than not financially strapped, it is more likely you are thinking about what flavour of Kraft Dinner might be on sale that week so, it makes sense why life insurance is Continue reading

The Right Way to Withdraw RESP Funds

The time has come, back to school! For those who are looking to access those RESP funds. Here is a great article by the Globe and Mail with some suggestions on the right way to withdraw.

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A Solid Financial Plan Boosts Financial and Emotional Well-being

A great article on how getting on track with a solid financial plan is not only good for your pocketbook, but can help put your mind at ease emotionally too, when it comes to your finances.

“FPSC research has shown that Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who Continue reading