Michael Berton RFP, FMA, CFP, CLU, CHS

Mike’s primary role is to guide his clients and their families through their transition into retirement, and through the next stages of their lives.

Do you have questions about your retirement financial plan, how to manage your investment withdrawals, services for seniors, estate issues, or how to help your family understand your financial decisions?

Mike teaches his clients and their families the reasons behind his recommendations. He also teaches other financial planners. He has been on the faculty with BCIT and Trinity Western for many years, and is active with Advocis and the Institute of Advanced Financial Planning.

His experience and interests are diverse! He has worked within a wide variety of jobs ranging from logging camp “flunky” to journalist to professional classical musician (bassoon) – so he knows something about the value of hard work and concentrated effort.

Make sure to ask him about the garden-scale train set in his backyard. He loves sailing in Georgian Bay, too! However, don’t ever mention “ABBA”… ever.

 Fast Facts:

  • Senior Financial Planner
  • CFP, CLU, R.F.P., RLU, FMA
  • Certificate in Working with an Aging Population, B.Mus.
  • Author, speaker and trainer for financial planners
  • Advocis: Chair, FORUM Magazine Editorial Advisory Committee; Vancouver Financial Planning School: Past Chair

 Service Summary:

  • Comprehensive financial planning
  • Retirement
  • Client education
  • Risk management
  • Investment and de-investment strategies
  • Tax planning
  • Work with families to help them understand their elders' financial decisions

Mike appreciates the wisdom of:

As longa, vita brevis

or in English: “Life is short, the art long

-Hippocrates, c. 460-357 BC