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Brett A. Berman, MBA, FSA, CFP®, FCSI®

Investment Advisor & Financial Planner

Toll Free: 1-800-924-0558
Fax: 416-515-1586
Tel: 416-928-1040

Brett A. Berman, MBA, FSA, CFP®, FCSI®

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5

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Fellow of the Canadian Securities Institute

Brett A. Berman holds the pinnacle financial services credential and the highest honour in Canadian financial services
I am pleased to confirm that Brett A. Berman, Certified Financial Planner® & Investment Advisor, Private Client Division, BMO Nesbitt Burns Inc., is a Fellow of the Canadian Securities Institute (FCSI®).

The FCSI® is one of the investment industry’s most prestigious professional distinctions. It is reserved solely for an elite group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

To attain the FCSI®, Brett had to do more than demonstrate exceptional competence in technical knowledge and principled professional behaviour. As a condition of receiving and maintaining the FCSI®, he must commit formally to continuing to make an annual leadership contribution to the investment industry. This reflects a unique level of maturity, capability and integrity.

We hope this recognition is also meaningful to you. It signifies you are working with an exemplary investment professional whose affirmation as a Fellow by top-tier colleagues and the Canadian Securities Institute is granted to only the best of the best.

If you have any questions about what being an FCSI® indicates or how it was earned, please contact Brett directly at and/or visit the website at:


[signed] Steven Brophy, Branch Manager
Senior Vice-President & Managing Director
Private Client Division, BMO Nesbitt Burns Inc.

CC: Brett A. Berman, FCSI®, Certified Financial Planner® & Investment Advisor