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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.

Marc Anthony
Web Design

"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."

Profile

Elios Valmonte
Manager
Marc Anthony
Web Design
Elios Valmonte
Manager

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."

Profile

Marc Anthony
Web Design
Elios Valmonte
Manager

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."

Profile

We focus on an integrated approach.

Helping to protect your family assets through tax effective insurance and wealth solutions

We help create exceptional outcomes by acting today rather than tomorrow.

STEWARDING

AND HELPING

TO PRESERVE

your

FUTURE WEALTH

DISCRETION.

ACCOUNTABILITY.

DECISION
MAKING BASED
ON FACTS.

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

Because we care about what matters to you.

WE PLACE

your

INTERESTS

AHEAD

OF ALL

OTHER INTERESTS

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.

1
Discovery & Engagement

Who We Are / Private Referrals / Responsible Individuals / Decision Making Based on Facts / Affluent and Willing to Engage

2
Family Records Organizer

Family & Business Dynamics / Net Worth Statement / Ownership Structure / Financial & Legal Documentation / Existing Strategies and Plans

3
Needs Assessment

Listening with Intent to Understand / Definition of Goals and Objectives / Establishment of Priorities / Clarify Values and Principles / Discuss Planning Philosophy

4
Plan Development

Collaboration with Existing Advisors / Strategy Development / Strategy Funding Options / Cost & Benefit Analysis / Recommendation Summary

5
Action Plan

Review Agreement of Plan / Prioritize Implementation of Plan / Prepare, Process and Monitor / Coordinate Paperwork

6
Monitoring and Servicing

Annual Reviews / Plan Performance Reviews / Records Organizer Update / Ongoing Servicing and Monitoring

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.

1
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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2
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum. 

3
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum. 

4
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum. 

5
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum. 

6
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum. 

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 TEAM
INTEGRATED 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.

1
Discovery & Engagement

Who We Are / Private Referrals / Responsible Individuals / Decision Making Based on Facts / Affluent and Willing to Engage

2
Family Records Organizer

Family & Business Dynamics / Net Worth Statement / Ownership Structure / Financial & Legal Documentation / Existing Strategies and Plans

3
Needs Assessment

Listening with Intent to Understand / Definition of Goals and Objectives / Establishment of Priorities / Clarify Values and Principles / Discuss Planning Philosophy

4
Plan Development

Collaboration with Existing Advisors / Strategy Development / Strategy Funding Options / Cost & Benefit Analysis / Recommendation Summary

5
Action Plan

Review Agreement of Plan / Prioritize Implementation of Plan / Prepare, Process and Monitor / Coordinate Paperwork

6
Monitoring and Servicing

Annual Reviews / Plan Performance Reviews / Records Organizer Update / Ongoing Servicing and Monitoring

Strategic Partners

When implementing our strategies, we use industry leading products offered by well-capitalized and highly regulated Canadian companies.

LET'S GET CONNECTED

We have a commitment to our client relationships and enhancing confidence comes first and foremost.

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