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wealth & insurance solutions
Bervin Group generates independent, objective and comprehensive advice for you, your family and your business.
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Our firm
Bervin Group is a financial and estate planning firm with support from key resources and partners, including direct access to a tax lawyer. This makes us efficient and able to adapt faster to change.
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Marc Anthony
"First, we listen. This simple but unique approach is a result of the way we view our business. Integrity, discretion, competence and sound judgment are the basic principles of our company."
Elios Valmonte
Marc Anthony
Elios Valmonte
Bernard Degrâce, D. ED.
Financial Security Advisor
Partner
"I gain the most satisfaction from serving others. My previous career, as a national hockey league referee, helped me develop a unique perspective on life and wealth.
My greatest strengths are my appreciation of the value of family and relationships combined with my infinite compassion for others."
Marc Anthony
Elios Valmonte
Kevin Encarnacao, CFP. B.COM.
Financial Planner and Insurance Advisor
Partner
"I am passionate and committed to making a difference in people's lives bringing forth integrated financial and estate planning solutions.
I embrace education. My character exemplifies unquestionable integrity. Bringing together a full range of strategies in collaboration with your advisors."
unique process
Our strategies are simple and designed using proven solutions to help meet the specific financial needs of clients. The result is flexibility combined with tax and estate efficiency.
unique process
Our strategies are simple and designed using proven solutions to help meet the specific financial needs of clients. The result is flexibility combined with tax and estate efficiency.
Discovery & Engagement
- Who We Are
- Private Referrals
- Responsible Individuals
- Decision Making Based on Facts
- Affluent and Willing to Engage
- Who We Are
- Private Referrals
- Responsible Individuals
- Decision Making Based on Facts
- Affluent and Willing to Engage
RELENTLESS PROJECT
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Family Records Organizer
- Family & Business Dynamics
- Net Worth Statement
- Ownership Structure
- Financial & Legal Documentation
- Existing Strategies and Plans
- Family & Business Dynamics
- Net Worth Statement
- Ownership Structure
- Financial & Legal Documentation
- Existing Strategies and Plans
RELENTLESS PROJECT
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Needs Assessment
- Listening with Intent to Understand
- Definition of Goals and Objectives
- Establishment of Priorities
- Clarify Values and Principles
- Discuss Planning Philosophy
- Listening with Intent to Understand
- Definition of Goals and Objectives
- Establishment of Priorities
- Clarify Values and Principles
- Discuss Planning Philosophy
RELENTLESS PROJECT
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Plan Development
- Collaboration with Existing Advisors
- Strategy Development
- Strategy Funding Options
- Cost/Benefit Analysis
- Recommendation Summary
- Collaboration with Existing Advisors
- Strategy Development
- Strategy Funding Options
- Cost/Benefit Analysis
- Recommendation Summary
RELENTLESS PROJECT
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Action Plan
- Review Agreement of Plan
- Prioritize Implementation of Plan
- Prepare, Process and Monitor
- Coordinate Paperwork
- Review Agreement of Plan
- Prioritize Implementation of Plan
- Prepare, Process and Monitor
- Coordinate Paperwork
RELENTLESS PROJECT
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Monitoring and Servicing
- Annual Reviews
- Plan Performance Reviews
- Records Organizer Update
- Ongoing Servicing and Monitoring
- Annual Reviews
- Plan Performance Reviews
- Records Organizer Update
- Ongoing Servicing and Monitoring
RELENTLESS PROJECT
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Our
Approach
In the pursuit of excellence, our firm honours its commitments and holds each other accountable while maintaining a distinctive work environment centered on placing our client’s interests ahead of all other interests.
OUR TEAMINTEGRATED APPROACH
We help to protect your family assets through tax effective insurance and wealth solutions. We deliver personalized solutions by understanding you and your family needs.
DECISION MAKING
We place your interests in front of all other interests. We use discretion, accountability & decision making based on facts to help create exceptional outcomes.
WEALTH PRESERVATION
We help ensure that your wealth is structured in a way that maximizes tax effective strategies and is transferred from one generation to the next with efficiency.
KEY RESOURCES
We have support from key resources and partners, including direct access to a tax lawyer. This makes us efficient and able to adapt faster to change.
unique process
Our strategies are simple and designed using proven solutions to help meet the specific financial needs of clients. The result is flexibility combined with tax and estate efficiency.
Strategic Partners
When implementing our strategies, we use industry leading products offered by well-capitalized and highly regulated Canadian companies.
INSURANCE SOLUTIONS
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WEALTH MANAGEMENT
INSURANCE SOLUTIONS
LET'S GET CONNECTED
We have a commitment to our client relationships and enhancing confidence comes first and foremost.
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