Yon Bergson

Yon Bergson

Senior Portfolio Manager

CFA®

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(250) 470-3066

Mobile

(250) 317-5907

Office Location

1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8. map

Connect

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 foundations

As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.

Benefits of Discretionary Investing

  • You no longer have to make daily investment decisions. You can Entrust them to our team. We can manage your money for you, not just with you.
  • One transparent, asset based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
  • Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Phone

Toll Free

(877) 377-4677

Certificates

CFA®

Languages

English

Education

Chartered Financial Analyst

Our relationship with you is the key to offering you tailored wealth strategies.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.