David Bélair-Bergman, CFA
Senior Wealth Advisor, Gatto Bergman Group
Assante Capital Management Ltd.
On my 16th birthday, my father gifted me with my first shares in a small company he strongly believed in. Since then, my fascination and passion for everything finance has grown exponentially and led me to where I am today.
Over the years, I have learned that the keys to my financial success are discipline and a clear plan. My clients and I work together to envision and create a path to their financial future. Along the way, I help them tackle the issues that are most important to them including retirement, risk management, tax planning, protecting their loved ones, and wealth transfer.
Having worked as a financial advisor for over 10 years, I know that it goes beyond numbers on a page. My team and I provide peace of mind for successful families and business owners to focus on the things that are most important to them.
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
Please visit www.assante.com/legal for important legal and regulatory disclosures
