BRETT A. BERMAN
”We're pleased to have Brett in our corner. We haven't come across anyone else with a background and process like his, and as a result, we've gained a sense of clarity and confidence in our financial future.”
Clients: M.M. and P.K.
BRETT A. BERMAN, BA, CFP®, FCSI®, CIM®
INVESTMENT ADVISOR
I led a new independent investment management firm’s product development, marketing, sales, product management, market intelligence and investor & investment advisor relations initiatives. I developed & launched the firm’s first closed-end investment funds through IPO's on the Toronto Exchange, propelling the company from nothing into a multi-billion-dollar issuer.
In conjunction with Ontario’s Green Energy Act, I grew the assets of an international renewable energy company through the creation and marketing of innovative financing vehicles & through corporate development activities, including its successful acquisition by a global industry leader.
At RBC GAM, I founded and chaired the Ideas & Innovations Team, a multi-departmental group that invigorated and challenged the firm's thinking by exploring new strategies & directions. I am perceptive of client needs and market conditions and led initiatives that drove growth.
When I joined Dynamic, they were in net negative sales. I established and led an aggressive yet disciplined product development effort. In my first year, the firm recorded net positive sales. In five years, $5 billion of new assets under management were added. New products became the key driver of growth and 75% of all sales.
exceptional credentials
From guest speaking at industry conferences to one-on-one consultations with my clients, my exceptional experience in financial services will serve you well in reaching your goals.
Fellow of the Canadian Securities Institute (FCSI®)
The FCSI is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Certified Financial Planner (CFP®)
CFP certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the financial planning profession. CFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession.
Chartered Investment Manager (CIM®)
The CIM designation is the industry standard for discretionary investment and portfolio management services.
Certificate in Advanced Investment Advice
Provides investment advisors with advanced and practical advisory knowledge—enabling them to stand out in a highly competitive financial industry.
Life Insurance and A&S Insurance Agent License
Conferred by the Financial Services Regulatory Authority of Ontario
Master of Business Administration
Conferred by The International Institute for Management Development (IMD)
Bachelor of Arts with Honors
Conferred by Middlebury College
