Mike Berton

Mike Berton

CFP, CLU, RFP, CHS, FMA, B.Mus.
Senior Financial Planner
Assante Financial Management Ltd.

Starting with questions like—Do you have questions about your retirement financial plan, how to manage your investment withdrawals, or how to help your family understand your financial decisions?—Mike guides his clients through the transition into retirement and beyond.

An experienced educator, Mike teaches his clients and their families the reasons behind his recommendations. He also teaches other financial planners: he has been on the faculty with BCIT and Trinity Western for many years, and is active with Advocis and the Institute of Advanced Financial Planning.

Practicing as a Financial Planner since 1997, Mike also has a Certificate in Working with an Aging Population, sits on the FORUM Magazine Editorial Advisory Committee, and is Past Chair Advocis B.C. Financial Planning School.

Services offered include comprehensive financial planning, retirement planning, client education, risk management, investment and income strategies, tax planning, and working with families to help them understand their elders’ financial decisions.

Insurance products and services are provided by Integrated Planning Group and Mike Berton.