Berkshire Insurance Services Inc.

Since 1986, clients of the Berkshire group of companies have entrusted us with the creation, maintenance, protection and distribution of wealth. Berkshire Investment Group Inc., together with Berkshire Securities Inc. and Berkshire Insurance Services Inc. (“Berkshire”) are a privately held group of companies, with a Head Office in Burlington, Ontario. The Berkshire group of companies services over 550 Berkshire Advisors with assets under administration over $5 billion, and offices in all provinces across Canada. At Berkshire, we take tremendous pride in the things that set us apart from other organizations. We firmly believe in always acting in the best interest of the client, and accordingly, we believe that we must always exercise our independent judgment and not be swayed by current trends. Everything we do must be focused on creating wealth for our clients. Since 1986, we have been providing our financial planning professionals with the tools necessary to excel in this highly competitive market, allowing them to assist and guide their clients in the creation, maintenance, protection and distribution of wealth. As a result, Berkshire Advisors are positioned to provide their clients with an outstanding level of financial planning service and support in a timely, tax-efficient manner. This process starts with a complete personal financial review, the setting of both short and long-term financial goals and a comprehensive plan on how to achieve these goals. Berkshire Advisors have access to a broad spectrum of quality investment products offered by a number of strong companies in order to design personalized investment portfolios that will assist each client in achieving a secure financial future. Above all, we adhere diligently to the investment philosophy of buying excellent businesses in strong growth industries and holding for the long-term. We understand that different investors have different investment needs and objectives. For this reason, we have made a significant commitment to the development of a strong and diverse management team with a wealth of experience in the financial planning, investment, taxation, insurance, banking and legal professions. This expertise allows us to assist Berkshire Advisors to meet their clients’ complete range of financial planning needs.
Berkshire Insurance Services Inc.
Adresse :
1375 Kerns Road
Burlington, ON L7R 4X8

Site Internet :

Type d'entreprise:
Services financiers
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