About You
YOU...
- Are:
An entrepreneur or you hold a leadership role within your company, or soon expect to
OR
Mid-career professional working in medicine, consulting, or law
OR
Transitioning or recently transitioned into retirement
- Would rather spend your free time with family, friends, and furthering your career/increasing earning potential, rather than managing all the details of your financial plan, investments, and insurance?
- Are excited to find a trusted partner that will not only grow and protect your wealth but take the stress of financial planning completely off your shoulders?
You are seeking an advisor who…
- Comes from and maintains a high level academic and professional background. And has a passion for continued advancement of knowledge, skills, and resources.
- Develops an individualized financial plan that includes your income, expenses, assets, earning potential, liabilities, insurance coverage, estate planning, tax efficiency, and financial goals.
- Has years of experience working with people just like you and understands that your career, family, and financial liabilities will change over time, and you need an ever-evolving financial plan to reflect that.
- Invests in an evidence based, diversified, low-cost, tax-efficient manner.
- Coordinates with your tax, legal, and other professional advisors so that you don’t have to spend time reaching back and forth to communicate.
- Fiercely protects your time.
About Us
Marc Berger, B.A., CFP®
Marc Berger CFP® is a Certified Financial Planner professional who has spent his career in the financial services business. Wealth management is a complex field and Marc dedicates his efforts to meet each client’s diverse objectives.
Whether it be for advice on retirement, asset accumulation, philanthropy, risk management, and estate planning, Marc has the expertise and desire to help his clients reach their desired outcomes.
Marc's Team
Charles Berger, CHS, Advisor Emeritus
Adam Scott,
Investment Client Services
Ashley Robinson,
Licensed Insurance Assistant
Selective Client Roster
Marc runs a boutique practice with a limited number of clients & their families/businesses. This makes it easier to provide more time and attention to each client.
Regular Communication
Clients can expect expertise, transparency, and reliable service. You’ll never be just a number, and we know you’re counting on us to look after you and your finances. We are proactive about maintaining regular contact and responding to emails and voicemails in a timely manner.
Relationships & Affiliations
Marc is a partner at Creative Planning Financial Group which has been serving affluent families in the Toronto area since 1971.
Marc is an independent registered investment representative of Aligned Capital Partners Inc., a registered IIROC dealer.
To find out if we can help you, click the button below to schedule a free 15 minute call with Marc >>>