Developing unique and dynamic financial plans in partnership with discerning clients.

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  

Let us help you achieve your financial goals. 

Committed Relationship

+ WealthMap
+ Start to Finish
+ Planning is a Process
+ Who We Work With
+ Planning through Partnership

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You Can Trust

+ Wealth Accumulation
+ Wealth Transfer
+ Philosophy
+ Understanding the Value of Your Advisor

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that Work

+ What Matters to You?
+ Insurance Planning
+ Investment Planning
+ Business Planning
+ Estate Planning

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