Our company was formed with the simple goal, to provide guidance to our clients in making informed decisions that are consistent with their goals.
For the last 7 years Bernard has worked leading an administrative team to manage the $1.4 Billion+ pension plan of the University of Manitoba impacting 5,000+ members. The work required collaborative relationships with institutional investment managers, investment consultants, actuaries, accountants, lawyers, tax advisors, the custodian, and the Pension Committee and Investment Subcommittee. For the previous 9 years Bernard led an administrative team working together with Senior Management, the Pension Board, and professional consultants to manage $80 Million+ in retirement savings assets for 80+ municipalities and organizations at the Alberta Urban Municipalities Association (AUMA) including a defined benefit and a defined contribution pension plan, a Group RRSP, a Group TFSA and a Supplemental Executive Retirement Plan.
Bernard is an Insurance Advisor, an Associate of the Canadian Institute of Actuaries and a Certified Employee Benefits Specialist (CEBS)
For over a decade, we've been helping clients across Canada plan for their financial futures with confidence. We take pride in our client-centric approach, which involves understanding our clients' unique needs and goals and creating tailored financial plans that reflect their specific circumstances. Our experienced team of investment professionals is dedicated to providing expert advice and guidance on a range of financial matters, from retirement planning to wealth management and beyond.
Our values are integrity, transparency, and a commitment to excellence in client service. We strive to build lasting relationships with our clients, based on trust and mutual respect, and we are committed to providing excellent customer service and support.
At Bernard Financial Services, we believe in a set of core values that guide our work and relationships with our clients. These values include integrity, transparency, and a commitment to excellence. We strive to build lasting relationships with our clients, based on trust and mutual respect, and we're committed to providing unparalleled customer service and support.
We understand that every individual's situation is unique. Have you thought about how insurance products might be used to help support and protect your family/yourself, now and into the future? We take a personalized approach working closely with each of our clients helping them to meet their specific needs and goals. We believe in educating our clients about insurance products, and risk management, to empower them to make the best decisions. We offer a comprehensive range of services and insurance products, including pension plan services, investment management, asset allocation, risk management services, registered and non-registered savings plans, insurance protection and more. Our commitment is to build long-term relationships with our clients, providing ongoing support and guidance. We believe in transparency, honesty, and integrity in all our dealings with our clients.
At Bernard Financial, we pride ourselves on providing excellent financial planning services to our clients. Here are just a few examples of the positive feedback we have received:
I have been a client of Bernard Financial for over five years now, and I couldn't be happier with their services. The team is knowledgeable, responsive, and always puts my interests first.
As someone who was new to investing, I was a bit intimidated by the process. But the team at Bernard Financial made everything easy to understand and helped me create a solid financial plan for my future.
Bernard Financial has helped me secure my financial future and plan for retirement. Their personalized approach and attention to detail have made a huge difference in my life.
We value our clients' feedback and strive to exceed their expectations every day. Contact us today to learn more about how we can help you achieve your financial goals.
