Conservative, pragmatic and proud of the way we do business

Community Involvement

Giving back means giving of ourselves.

Bernardine has a passion for giving back to the community. Whether through her own planned charitable giving, fundraising or volunteering her time on boards, Bernardine takes pride in these endeavours.

Most notably, Bernardine served as Co-President of the Pride and Remembrance Run from 2009 to 2014. Concurrently she served as President of the Pride and Remembrance Foundation.

Bernardine currently serves on the executive committee of Estate Planning Council of Toronto as well as on Raymond James Diversity and Inclusion Council and Pride Financial Advisor Network Council.

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham