Founded in 2003, Bergh Tatomir & Associates is an independent wealth management firm based in Calgary, Alberta. The company specializes in providing discretionary portfolio management and comprehensive financial planning services for a select group of affluent families, individuals, and corporations. Their mission is to help clients achieve their long-term financial goals through a conservative, value-oriented investment philosophy and personalized financial strategies. The firm is registered as a Portfolio Manager in the provinces of Alberta, British Columbia, Saskatchewan, Manitoba, and Ontario.

Founded in

Canada