Business Details
7 Years
experience
Trusted Financial Planning Services in Calgary
Bergh Tatomir is a boutique financial planning firm dedicated to building long-term partnerships with discerning clients. Since 2019, our team has specialized in crafting personalized financial strategies that address retirement planning, asset protection, legacy development, and succession planning. We prioritize deep client relationships, ensuring each financial plan reflects the client's unique circumstances and goals. Our hands-on approach combines expertise in tax planning, portfolio management, and risk assessment to navigate complex financial landscapes. We serve both individual and corporate clients, offering access to diverse investment solutions through partnerships with major providers like Sunlife and Manulife.Our WealthMAP methodology provides measurable timelines and milestones, ensuring adaptability as clients' lives evolve. Committed to transparency and education, we empower clients with market insights and compliance-focused strategies. Our team's dedication to continuous learning ensures clients receive up-to-date guidance on economic trends and regulatory changes. We measure success through client referrals and long-term relationships built on trust and results. Located in Calgary, we remain accessible via phone, email, or in-person consultations to support clients throughout their financial journey.
Services
Financial Planning
Retirement Planning
Estate Planning
Investment Planning
Insurance Planning
Business Planning
Asset Allocation
Tax Planning
Portfolio Re-balancing
Succession Planning
Details
- Year established: 2019
Highlights and features
- We offer personalized financial strategies tailored to individual client needs.
- Our team provides access to diverse investment solutions through major providers.
- We utilize the WealthMAP methodology for measurable financial milestones.
- Our advisors prioritize continuous education on market trends and regulations.
- We maintain long-term client relationships built on trust and transparency.
What people say
Personalized financial strategies
Knowledgeable advisors
Effective retirement planning
Strong client relationships
Comprehensive estate solutions
Services
Financial Planning
We develop comprehensive financial plans addressing retirement, estate, and investment goals. Our WealthMAP methodology creates measurable timelines and milestones while incorporating risk management solutions. Clients receive personalized guidance on asset allocation, tax planning, and portfolio adjustments to align with evolving life circumstances.
Estate Planning
Our estate planning services ensure smooth wealth transfer through wills, trusts, and succession strategies. We help clients navigate complex legal frameworks for business transfers, charitable giving, and family inheritance. The process includes power of attorney arrangements and intergenerational wealth planning tailored to individual circumstances.
Investment Planning
We offer strategic investment planning covering RRSPs, TFSAs, and retirement income funds. Our advisors provide cash flow management strategies and tax-advantaged investment options. The service includes portfolio re-balancing, market research, and scenario modeling to optimize long-term returns while managing risk.
Business Planning
Our business planning services focus on succession strategies and financial management. We assist with shareholder agreements, employee benefits, and health spending accounts. The process includes tax consequence analysis and re-investment strategies to ensure business continuity across ownership transitions.
Insurance Planning
We provide comprehensive insurance solutions covering life, disability, and long-term care needs. Our planning addresses both personal and corporate risk management through critical illness coverage and travel insurance. The service ensures clients maintain financial security against unexpected health-related expenses.
People
Darryl Tatomir
Partner
Darryl Tatomir brings decades of financial planning experience to Bergh Tatomir. He specializes in retirement strategies and corporate succession planning, focusing on personalized solutions that align with client goals.
Emily Resler
Business Development Associate
Emily Resler manages business development initiatives at Bergh Tatomir. She connects clients with tailored financial solutions and coordinates advisory team discussions to ensure comprehensive service delivery.
Kimberly Van Egmond
Insurance Associate
Kimberly Van Egmond specializes in insurance planning solutions. She helps clients navigate life, disability, and long-term care insurance options to create robust risk protection strategies.
Sharon Colond
Licensed Investment Associate
Sharon Colond provides investment advisory services through Wellington-Altus Private Wealth. She focuses on portfolio management and market research to support client wealth accumulation goals.
Zachary Connors
Associate Investment Advisor
Zachary Connors offers investment advisory services with expertise in financial modeling. He works closely with clients to develop data-driven investment strategies aligned with their financial objectives.
Questions
What financial planning services do you offer?
We provide retirement planning, estate planning, investment management, insurance solutions, and business succession strategies tailored to individual client needs.
How does your WealthMAP methodology work?
WealthMAP creates customized financial strategies with measurable milestones through portfolio modeling, risk assessment, and scenario planning to guide clients toward their goals.
Do you work with both individuals and businesses?
Yes, we serve both individual investors and corporations, offering specialized planning for personal wealth management and business succession strategies.
What investment options are available?
We offer access to diverse investment products through major providers like Sunlife, Manulife, and London Life, including RRSPs, TFSAs, and retirement income funds.
How are financial plans updated over time?
We conduct regular reviews to adjust portfolios, tax strategies, and succession plans as clients' lives and market conditions change, ensuring ongoing alignment with goals.
What makes your firm different from larger institutions?
Our boutique approach emphasizes personalized service, direct advisor access, and flexible strategies that adapt to individual client circumstances rather than standardized solutions.
