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Assisting individuals with their investments
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Delivering a full range of financial services
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Helping in managing your financial goals
What We offer:
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A. Our Beliefs
We believe in establishing certain standards of operation that embrace principles of integrity, fairness and dedication to clients.
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B. Our Roots
Our Roots are deeply embedded in family tradition. Several clients have been with us for a number of years,
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C. Our Experience
The Berard Financial Group possesses qualities that are quite rare in the financial industry.
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D. Our Objective
Knowledge is power and we empower clients. Our objective is to satisfy client financial needs all while teaching clients the products we carry.
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E. Our Vision
The Berard Financial Group sees its long term future with clients in mind. We pride ourselves in being one of the best-rounded financial teams,
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F. Our Mission
Our mission is to strive to build long-term relationships with clients so that we can grow with them and their families.
2015
Chris completes the demanding CFP examinations
Our history
- 1992 -
- Renel Berard joined London Life in 1992 mainly because he wanted to work with families.
- 1996 -
- Cecile Berard joined her husband and together they set the base of what was to become the Berard Financial Group Ltd.
- 2003 -
- Stefane Berard joined the team and found his strength in helping people obtain their goals
- 2008 -
- Berard Financial Group Ltd. was established
- 2012 -
- Chris Berard with his unique skill set decides to join the family practice.
Berard Financial Group Ltd. © 2024
Representing Freedom 55 Financial, a division of London Life Insurance Company. Privacy Policy
The Information on this website is intended for residents of Manitoba only.
Insurance products, including segregated fund policies are offered through Berard Financial Group Ltd. and Investment Representatives Stefane Berard and Chris Berard offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.
100 Osborne Street North, Winnipeg, Manitoba R3C 1V3 Tel: 204-975-9292