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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®

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Beliefs and Biography



In his prior roles in strategy, market intelligence and product development, Brett Berman used his deep understanding of local and global markets to best serve the needs of investors. Investment products that Brett designed and introduced raised large amounts of capital for both multinational financial firms and independent issuers.

At Canada’s largest financial institution, he led initiatives to bring new products to market and founded and chaired the Ideas & Innovations Team, a multi-departmental group that invigorated the firm’s thinking by exploring new strategies and directions. He held a leadership role in London (UK) with one of the world’s largest asset management firms and he has had the benefit of both education and experience in Canada, the US and Switzerland.

 

Informed by 30 years of investment industry accomplishments, Brett’s global perspective and expansive knowledge of the investment universe are rooted in real-world experience. Today, he focuses this uncommon insight on helping clients enhance their wealth through sophisticated strategies and dedicated stewardship.

 

Plan to Prosper® is Brett’s trademarked wealth management process, which he has developed over many years, to help implement focused and customized solutions for his clients.