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

Managing Your Wealth
Protecting Your Wealth
You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.
Education and Knowledge
Impact of Sequence of Returns on Your Retirement Portfolio
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.