The Team

Investments

Jennifer Elliott

Licensed Assistant – HollisWealth Advisory Services Inc.

Jennifer has worked with Bergh Tatomir & Associates for over 10 years. In 2014, Jennifer became a MFDA licensed assistant and then went on to become the Investments Manager for Bergh Tatomir & Associates. Her many years of experience in the investment industries makes her critical and valued part of our team.

For questions regarding your existing investment portfolio, please contact her at jennifer@berghtatomir.com

Stephanie Stack 

Administrative Assistant – HollisWealth Advisory Services Inc.

After moving to Calgary from Barrie, Ontario Stephanie joined Bergh Tatomir & Associates in May 2016 and brought her many years of experience in the investment industries with her.

With her knowledge and background Stephanie is a wonderful addition to our team.

For questions regarding your existing investment portfolio, please contact Stephanie at stephanie@berghtatomir.com

Insurance

Kimberly Franceschin 

Licensed Assistant with London Life and HollisWealth Insurance Agency Ltd.

Kim began her career in the financial services and insurance industry at London Life in 2011 after successful 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. Kim joined Bergh Tatomir & Associates in 2012, and has brought a wealth of knowledge to the insurance business and our team.

For questions regarding your existing insurance policies, please contact Kim at kim@berghtatomir.com

Randi Westhaver

Randi joined our team in July 2016, after graduating from the Administrative Information Management program at SAIT. She is working towards expanding her current career aspiration and has been a positive addition to the Bergh Tatomir & Associates team.

For questions regarding regarding your existing insurance policies, please contact Randi at randi@berghtatomir.com

Administrative

Patty McCloy

Patty is the newest member of our team as she has recently joined us in February 2017. She has immense knowledge in client relationship management software and has been a wonderful addition to the Bergh Tatomir & Associates Team.

For questions regarding general inquiries, please contact Patty at admin@berghtatomir.com