The Bergson Dwyer Group
Welcome to The Bergson Dwyer Group
The Bergson Dwyer Group, based in Kelowna, BC, is a team of two Portfolio Managers and support staff within TD Wealth Private Investment Counsel.
In 2019, after years of private practice, Patti and Yon joined together to create a team with the goal of delivering enhanced value and benefits to their clients. With their diverse backgrounds and expertise, they offer two distinct perspectives, providing a well-rounded approach to wealth management. They have built a strong practice serving high-net-worth and ultra-high-net-worth families, corporations, non-profits, and trusts. Many of their clients are retired business owners and professionals seeking customized, comprehensive investment solutions rather than self-managing their complex financial needs.
The Bergson Dwyer Group collaborates closely with TD Wealth Advisory Services, a team of specialists—including lawyers, accountants, and financial planners—who provide deep expertise in tax, estate, and long-term financial planning. By integrating this expertise, Patti and Yon help clients navigate complex wealth planning scenarios, including tax optimization, estate strategies, philanthropy, and intergenerational wealth transfers. Their goal is to give clients confidence in their financial future with a clear vision of how their wealth will evolve over time.
Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
As professionals working with generations of affluent Canadians and corporations, we understand their unique and complex needs.
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape.
The portfolio we build for you can include a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio. Through TDAM’s alternative investment strategies your portfolio can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.
In 2019, after years of private practice, Patti and Yon joined together to create a team with the goal of delivering enhanced value and benefits to their clients. With their diverse backgrounds and expertise, they offer two distinct perspectives, providing a well-rounded approach to wealth management. They have built a strong practice serving high-net-worth and ultra-high-net-worth families, corporations, non-profits, and trusts. Many of their clients are retired business owners and professionals seeking customized, comprehensive investment solutions rather than self-managing their complex financial needs.
The Bergson Dwyer Group collaborates closely with TD Wealth Advisory Services, a team of specialists—including lawyers, accountants, and financial planners—who provide deep expertise in tax, estate, and long-term financial planning. By integrating this expertise, Patti and Yon help clients navigate complex wealth planning scenarios, including tax optimization, estate strategies, philanthropy, and intergenerational wealth transfers. Their goal is to give clients confidence in their financial future with a clear vision of how their wealth will evolve over time.
Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
As professionals working with generations of affluent Canadians and corporations, we understand their unique and complex needs.
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape.
The portfolio we build for you can include a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio. Through TDAM’s alternative investment strategies your portfolio can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.
