Bernice is a Certified management Accountant (CMA) and Business Administration graduate. She holds the Certified Financial Planners designation (CFP) and is a practicing member of the Canadian Association of Financial Planners (CAFP). With over 20 years experience in corporate and personal finance & taxation, Bernice utilizes her expertise to effectively handle her client's financial planning needs and investment portfolios. As a dedicated investment advisor, Bernice states "My mission is to help you achieve your financial goals, now and in retirement. I want us to work together as a team with one common goal - your financial security. Together, we will produce an individualized financial plan that strikes a healthy balance between present needs and future goals."

Bernice has a client service team to assist in administrative duties, as well as to provide support for all clients. Cindy Little is her Manager of Client Services and brings a wealth of banking experience to the team. Liz Cordova recently joins the team having worked in accounting & auditing for a CA firm. Liz is studying for her CFP.

Bernice is an active community volunteer. She currently serves on the St. Joseph's Hospital Foundation Board having chaired the Finance and Investment Committees. She has been an active volunteer on the parent association of her children's school for a number of years. She is Past President of Lynwood Hall Child and Family Center and former Executive Board member of the Society of Management Accountants of Ontario. Bernice lives in Ancaster with her husband and children. Outside of work she can be found enjoying her family, golfing, skiing, and travelling.

 " I care about my family, I care about my community, and I care about my clientele. I would like the opportunity to talk to you about your future goals and aspirations. Let's work together to realize them."