Business Details
28 Years
experience
Trusted Financial Planning & Advisory Services in Calgary
Bergh Tatomir is a boutique financial planning firm dedicated to building long-term partnerships with clients through personalized service and strong personal relationships. Established in 1998 by Brad Bergh and Darryl Tatomir, our firm combines decades of industry experience with a client-centric approach to address complex financial needs. We specialize in retirement planning, asset protection, legacy and succession planning, and wealth management, utilizing our proprietary WealthMAP strategy to create customized solutions. Our team prioritizes understanding each client's unique circumstances to develop dynamic financial plans that evolve with life changes. We emphasize transparency, education, and ongoing collaboration, ensuring clients remain informed and confident in their financial decisions.With a focus on tax planning, portfolio rebalancing, and risk management, we provide comprehensive advisory services tailored to individual and corporate needs. Our commitment to excellence is reflected in our referral-based growth and the trust clients place in our expertise. We serve clients in Calgary and surrounding areas, maintaining a dedication to integrity and client-first values established by our founders. Through open communication and measurable milestones, we help clients navigate financial challenges and achieve long-term security.
Services
Financial Planning
Retirement Planning
Asset Allocation
Tax Planning
Estate Planning
Wealth Management
Risk Management
Portfolio Rebalancing
Business Succession Planning
Client Education
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of experience in personalized financial planning.
- Our WealthMAP strategy provides customized, scenario-based financial roadmaps.
- We prioritize client education and transparent decision-making processes.
- Our team maintains deep expertise in tax-efficient investment strategies.
- We deliver boutique-style service with institutional-level due diligence.
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals, covering retirement, tax efficiency, and asset protection. We use ongoing reviews to adapt plans as life circumstances change. Our WealthMAP methodology ensures measurable milestones and risk management for long-term success.
Estate Planning
Estate planning services focus on protecting and transferring wealth efficiently. We develop strategies for wills, trusts, and tax minimization while ensuring client wishes are documented. Our approach integrates with overall financial plans to preserve family assets across generations.
Retirement Planning
Retirement planning establishes sustainable income streams through optimized asset allocation and withdrawal strategies. We analyze pension options, government benefits, and investment portfolios to ensure financial security throughout retirement years with regular adjustments as needed.
Wealth Management
Wealth management combines investment strategy with comprehensive financial oversight. Our team provides portfolio rebalancing, tax-efficient investing, and market analysis to grow and protect client assets while aligning with individual risk tolerance and objectives.
Business Succession Planning
Business succession planning prepares owners for leadership transitions through tax-efficient exit strategies. We develop plans for intergenerational transfers, key employee buyouts, and business continuity to protect company value during ownership changes.
People
Darryl Tatomir
Co-Founder
Co-founder with 25+ years of financial planning experience, Darryl Tatomir combines technical expertise with personalized service. He specializes in wealth transfer strategies and maintains a client-focused approach to financial advisory services.
Emily Resler
Business Development Associate
As Business Development Associate, Emily Resler connects clients with tailored financial solutions. She brings industry expertise to client consultations and coordinates strategic growth initiatives for the firm.
Kimberly Van Egmond
Insurance Associate
Insurance specialist Kimberly Van Egmond provides risk management solutions. She focuses on protecting client assets through comprehensive insurance planning and policy analysis.
Sharon Colond
Licensed Investment Associate
Licensed Investment Associate Sharon Colond manages investment portfolios and provides market analysis. She works closely with clients to implement and monitor investment strategies aligned with financial goals.
Zachary Connors
Associate Investment Advisor
Associate Investment Advisor Zachary Connors delivers portfolio management services. He specializes in investment research and client education to support informed financial decision-making.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, estate planning, tax-efficient investing, portfolio management, and business succession planning tailored to individual client needs.
How does your WealthMAP strategy work?
Our WealthMAP strategy creates personalized financial roadmaps through scenario analysis, risk management, and measurable milestones to guide clients toward their long-term goals.
Do you work with both individuals and businesses?
Yes, we serve both individual clients seeking wealth management and corporations requiring succession planning and financial strategy development.
How are your financial advisors compensated?
Our advisors operate on a transparent fee-based model aligned with client success, ensuring no conflicts of interest in our recommendations.
What makes your firm different from other advisors?
We combine boutique-style personal service with institutional-quality research and our proprietary WealthMAP planning methodology for truly customized solutions.
