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Money Talk
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Hear what matters.
Watch our top story now
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Patti Dwyer
Portfolio Manager
- BBA
- CFP®
- CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8Map
Our Client-Centered Approach
Our clients' needs and goals are deeply personal. Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your unique strategy that fits your goals. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals. We believe that your personal wealth strategy is key to your financial success. However, before we can begin to build your plan, we take the time to develop a deep understanding of you.
A Boutique Investment Offering Within TD Wealth
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 foundationsAs professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.
Our Clients
Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizationsThey choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities
Our Client Experience
Our Service Commitments
- Ongoing discovery
- Timely Reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- A relationship manager supported by a team focused on helping you achieving your goals
The Bergson Dwyer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
ADDITIONAL CONTACT
Toll Free: 1(877) 377-4677
Fax: (250) 470-3015
LANGUAGES
English
EDUCATION
Bachelor of Business Administration, Certified Financial Planner, Chartered Investment Manager
Meet The Team
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
Market Commentary
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