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.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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