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 migrating our entire business from HollisWealth, which is on the Mutual Fund Dealers Association (MFDA), to Wellington-Altus Private Wealth (Wellington-Altus), which is on the Investment Industry Regulatory Organization of Canada (IIROC) platform.

Moving to Wellington-Altus on the IIROC platform gives us more tools to work with, including the option for individual securities to be bought and sold directly with Bergh Tatomir & Associates, and access to direct investment in the growing Exchange Traded Fund (ETF) market.

Wellington-Altus are independent, having been built by investment advisors, with a client first approach. Second, they take an entrepreneurial approach to building the business, always thinking one step ahead. Third, they are unconstrained, meaning that as advisors, we are free to do what is right for you – every time.

What can you expect next?

The expected changes are largely administrative in nature. What will not change is the security of your money and the integrity of your personal data. All compliance and investor protection procedures remain in force with Wellington-Altus, and they are a member of the Canadian Investor Protection Fund (CIPF).

What won’t change?

We are still Bergh Tatomir & Associates, and that remains unchanged. Our team remains the same and the level of service and experience you expect from us will be unchanged. The insurance side of our business will also stay the same.

Thank you for trusting us with your business and we look forward to a prosperous future together.

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