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Yon Bergson

Senior Portfolio Manager

  • CFA®

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

With 14 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Group, I provide a high level of personalized service for my clients. As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life. In 2004, I earned the right to use The Chartered Financial Analyst (CFA) designation. In addition I have completed the Life Licensing Qualifying Program (LLQP) and have completed my Bachelor of Business Administration degree with a major in finance. Outside work, I'm a member of the CFA Institute, Director and Board Member of the CFA Okanagan Society and former Director and Board Member of the Victoria Society of Financial Analysts. In my free time I enjoy spending time with my family and most outdoor activities including: cycling, skiing, soccer and camping.

ADDITIONAL CONTACT

Toll Free: (877) 377-4677

LANGUAGES

English

EDUCATION

Bachelor of Business Administration

Meet The Team

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.

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