We've been servicing clients for more than three decades. We're able to provide clients with a well-rounded financial solution and a really a holistic approach. Clients today do not want to deal with a sole practitioner. They do not want to deal just with a portfolio manager and we can offer them much more than that.
Once we've created a well-diversified portfolio that is congruent with their objectives, their risk tolerance and their cash flow needs. We're able to call on the financial planners, the trust people, the private bankers, all under the CIBC umbrella - which clients really appreciate.
One of the things that I loved best about working with clients is not only dealing with them, but the next generation and the generation after that. We're currently dealing with third generation clients now.
One thing that is different about our team is our extremely unique infrastructure that we've worked hard at building. Matt who as there was a bank for twenty six years, is 10 years younger than me. Ryan is 20 years younger than me and Shorten is 30 years younger than me. This unique infrastructure is allowing us to deal with multi generational families today and for the foreseeable three or four decades going forward.
On the administration side, we have two of the best in Gregg and Kerry. Collectively, we have over a hundred and ten years worth of experience. And so that when clients call, not only do they get a live voice, but they get a voice that they feel comfortable with and that they trust implicitly. I'm extremely fortunate to work with five people who have incredible character and integrity.
A perfect example is a couple of times in the last few months, two individuals have called Matt a car expert of the group, and they've asked Matt to go with them to make a selection of an automobile. It's things like that that make me feel really good.
Douglas Berk, B.Sc., MBA, CIM
Investment Advisor
After completing a Bachelor of Science (BSc.) from the Cornell University in 1981 and a Masters of Business Administration (MBA) from the University of Western Ontario in 1985, Doug entered the investment industry. Since that time, he has accumulated a client base with a major focus on well-diversified portfolios, retirement programs, and estate planning.
Doug and his team stress a long-term approach to investing and emphasize financial planning to help their clients determine their financial needs and risk tolerance. Portfolio performance and client satisfaction are their primary business objectives. They are committed to providing a high level of service to all of their clients.
A resident of London, Doug and his wife, Susanne, have three children; Jordan, Spencer, and Stephanie.