Michael Berton

Certified Financial Planner @Integrated Planning Group

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2021 — Present

Certified Financial Planner @Integrated Planning Group

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Vancouver, BC, CA

EDUCATION

2006 — 2007

The University of British Columbia

Certificate

1997 — 1998

FP Canada

Certified Financial Planner

2003 — 2004

Institute of Advanced Financial Education

Chartered Life Underwriter

1997 — 1998

Institute of Advanced Financial Planning

Registered Financial Planner

1976 — 1981

University of Victoria

BMus

1981 — 1983

McMaster University

Music Criticism

1994 — 1996

British Columbia Institute of Technology

Assoc Certificate

SKILLS

SecuritiesRetirement SavingsWealth AccumulationSavingsStrategic Financial PlanningPersonal Financial PlanningAsset ManagementFinancial AdvisoryRetirementFixed AnnuitiesInvestmentsInheritance Tax PlanningAsset ManagmentInvestment AdvisoryCritical IllnessFinancial ServicesDisability InsuranceRetirement PlanningInvestment ManagementPortfolio ManagementLong-Term CareIncome ProtectionLife InsuranceFinancial PlanningWealthPersonal FinanceWealth Management ServicesSegregated FundsWealth ManagementEstate Tax PlanningMutual FundsEstate PlanningHigh Net Worth IndividualsInvestment StrategiesPensionsAsset AllocationEtfsFinancial Planners

ABOUT MICHAEL BERTON

Specialties: Financial Planning for Retirees and Seniors

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Michael Berton — Certified Financial Planner at Integrated Planning Group in Vancouver, BC, CA | Unifers