The Bergson Dwyer Group, Portfolio Manager,Kelowna, BC

Welcome to The Bergson Dwyer Group

Yon Bergson, CFA

Senior Portfolio Manager

Yon Bergson has been with TD Bank Group for 25 years. He started his career as an equity and options representative with TD Direct Investing before transitioning to TD Wealth Private Investment Counsel in 2002. For over two decades, Yon has helped clients navigate the complexities of wealth management through a comprehensive discovery process that uncovers their financial circumstances and investment goals, allowing him to tailor personalized strategies to their needs.

Yon is a Chartered Financial Analyst (CFA®) charterholder since 2004, and is a member of the CFA Institute and CFA Society Vancouver. He also served as Treasurer and member of the CFA Society Okanagan.

Patti Dwyer, CFP®, CIM®, BBA

Senior Portfolio Manager

Patti Dwyer has been with TD Wealth in Kelowna for 17 years and joined TD Wealth Private Investment Counsel in 2018. Before that, she was a Senior Financial Planner with TD Wealth Financial Planning. She is passionate about building long-term client relationships, gaining a deep understanding of each client’s unique story, and supporting their financial aspirations over time.

Patti began studying financial planning and investment management in 2000 and has held the Certified Financial Planner (CFP®) designation since 2006. She also holds the Chartered Investment Manager (CIM®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. With her education and experience, she takes a holistic approach to wealth management, striving to ensure that all aspects of a client’s financial picture are assessed and that they are well-prepared for the future. A firm believer in lifelong learning, Patti continues to expand her expertise to stay ahead in an evolving industry.

Maureen Wasden

Private Client Service Associate

Maureen has been with TD since 2012 and has held various roles within the bank before joining the Bergson Dwyer Group in 2021. She brings a wealth of knowledge from the personal banking side and takes great pride in her attention to detail and building customer relations.

Maureen provides dedicated administrative and specialized support to our clients, as well as the rest of our team. In her role, she acts as the primary contact with regard to account administration and day to day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.