Bert currently serves as a Senior Investment Advisor for Manulife Securities Incorporated, one of Canada’s chief independent investment firms. Graduating from the University of Lethbridge after completing a double major in Accounting and Finance, Bert began his career in the financial services industry over 18 years ago.
As a financial planner, Bert enjoys expertise in a wide array of financial planning tools and, more importantly, has come to truly understand the fine skill of creating unique portfolios and catering to his clients’ individualized financial needs. More specifically, Bert is highly experienced in areas of tax planning, retirement and estate planning, as well as creating financial plans for small business owners. To buttress his experience in the financial services industry, Bert has earned a number of professional designations, including a Certified Financial Planner designation and Senior Investment Advisor designation.
At Manulife Securities, Bert enjoys working with an experienced and dedicated team of product specialists and particularly enjoys the privilege of making his clients feel financially secure and stable.
Bert is an active support of cancer research and has shown his support in his past participation in Run for the Cure and in his involvement in the Children’s Wish Foundation.
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