Bernardine has had a diverse professional career which has led to her expertise in investment management and financial planning. She specializes in Canada/U.S. cross border wealth management for executives and professionals and their families. In addition to a full suite of Canadian and US investment services, she has the ability to assist Canadian residents with IRA accounts and inherited IRA accounts held in the United States.
Bernardine's many professional accomplishments include the Certified Financial Planner (CFP) designation and the Trust and Estate Practitioner (TEP) designation. She holds an Ontario Insurance Agent License as well as her Canadian and US Securities licenses.
She is one of the first advisors at Raymond James to immerse herself in the firm's cross-border investment management service. Bernardine's expertise is well regarded in the Canada /US cross-border community and she is frequently asked to speak at US tax symposiums and professional development webinars for tax professionals who wish to learn more about cross border investment management strategies.
In the community Bernardine gives back by serving on the Executive Committee of the Estate Planning Council of Toronto and serving as a Council Member of the Raymond James Diversity and Inclusion Council and the Raymond James Pride Financial Advisors Network.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.