The Team
Investments
Jennifer Elliott
Licensed Investment Associate – Wellington-Altus Private Wealth
Jennifer has worked with Bergh Tatomir & Associates for over 13 years. In 2014, Jennifer became MFDA licensed and in September 2018 she became IIROC securities licensed. Her many years of experience in the financial services industry makes her a critical and valued part of our team.
For questions regarding your existing investment portfolio, please contact her at jennifer@berghtatomir.com
Cynthia Bour
Licensed Investment Associate – Wellington-Altus Private Wealth
Cynthia has worked in the wealth management industry for 4 years and has with Bergh Tatomir & Associates since 2017. She is IIROC licensed and handles the day to day transactions for clients. The combination of her many years of front line client service experience along with her investment knowledge makes her a great asset to our team.
For questions regarding your existing investment portfolio, please contact her at cynthia@berghtatomir.com
Insurance
Kimberly Van Egmond
Licensed Insurance Associate & Licensed Investment Associate with Wellington-Altus Private Wealth
Kim began her career in the financial services and insurance industry at London Life in 2011 after successfully 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
Stephanie Stack
Licensed Insurance Associate
After moving to Calgary from Barrie, Ontario, Stephanie joined the Bergh Tatomir & Associates team in May 2016. She began working in the financial services industry in 2004 and has vast experience in both the investment and insurance industries. Stephanie has brought a wealth of knowledge to Bergh Tatomir & Associates, and has made a wonderful addition to our team.
For questions regarding your existing investment portfolio, please contact Stephanie at stephanie@berghtatomir.com
Administrative
Stephanie Mattie
Administrative Assistant
Stephanie has recently joined us in September 2018, she has worked in the Private Wealth Industry for 5 years. Her many years of customer service experience and investment background make her a wonderful addition to the Bergh Tatomir & Associates team.
For questions regarding general inquiries, please contact Stephanie at smattie@berghtatomir.com