Earl Bard, B.Comm.
Senior Wealth Advisor
Earl Bard has been a trusted source of investment and financial planning advice since 1997. Through a comprehensive analysis, Earl can provide an expert opinion on how to improve upon your current portfolio. With unique solutions like month-to-month retirement cash flow plans, he takes a comprehensive approach to helping clients through financial transitions.
Earl has a history of academic achievement in his field, which includes two awards of excellence from the Canadian Securities Institute. He holds a Bachelor of Commerce, the Professional Financial Planning designation, and licenses to offer life and disability insurance. He is also fluent in both English and French.
When Earl formed Bard Wealth Management at CIBC Wood Gundy, he was able to combine his personalized approach with the depth of resources to manage complex financial situations. This allows him to guide clients through transitions like business succession, retirement package options, and estate transfers.
With clients across Ontario, Earl coordinates all the moving parts of their portfolios and plans, which includes ongoing communication with their accountants and lawyers. His clients also benefit from his focus on uniquely personalized service, which involves regular contact, prompt responses and, often, meeting his clients at their home or office.
Outside of the office, Earl enjoys spending time with his beautiful wife Rachel and their twins David and Emma.
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