STRONG credentials

Brett Berman (standing) reviewing strategies & goals WITH CLIENTS.

”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, MBA, CFP®, FCSI®, CIM®

INVESTMENT ADVISOR

My practice focusses on providing comprehensive wealth stewardship and enhancement services for executives, professionals, business owners, individuals and families; including: financial planning, risk management, asset allocation, investment management and insurance services.

My wealth management process, developed over many years, provides a framework for understanding your unique situation and identifying the steps and strategies that will provide you with the greatest benefit.


My four key strengths:

  • Uncommon Insight
  • Genuinely International
  • Savvy Tax Strategies
  • Perceptive Risk Management


(416) 775-5152

Contact Brett

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selected awards, designations and degrees


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

Life Insurance and A&S Insurance Agent License 

Conferred by the Financial Services Regulatory Authority of Ontario 

Master of Business Administration 

Conferred by IMD 

Bachelor of Arts with Honors 

Conferred by Middlebury College