FAQ About JohnPaul Bernardi Cfa Cfp

• What is JohnPaul Bernardi Cfa Cfp's address?

  JohnPaul Bernardi Cfa Cfp is located at
  Toronto, Toronto, Canada

• What is JohnPaul Bernardi Cfa Cfp's job title?

  JohnPaul Bernardi Cfa Cfp is a I specialize in working with individuals and developing an investment plan specific to their unique situation. In my experience, attitude towards risk is uniquely personal and a "one size fits all" solution does not exist. My role is to work with clients to develop a long term plan and to continuously monitor that plan to ensure financial goals are realized. As part of the process, my group selects and monitors multiple leading independent money managers located throughout the world. We emphasize global investing as this provides access to industries not prevalent in Canada and improves overall diversification. I am licensed as a Portfolio Manager in several Provinces and have the ability to manage portfolios on a discretionary basis. This approach provides clarity through a documented investment plan. It also helps relieve anxiety should a loved one be required to assume decision making authority as a Power of Attorney. A documented plan with a trusted individual provides this peace of mind. My ultimate goal is to simplify my clients' lives and develop a plan that provides them comfort. This provides the "sleep at night" factor that, in the end, we all desire. https://www.cibcwg.com/web/bernardi-financial-group/home

• What industry does JohnPaul Bernardi Cfa Cfp currently work in?

  JohnPaul Bernardi Cfa Cfp currently works in the Cibc Wood Gundy

• Which languages does JohnPaul Bernardi Cfa Cfp speak?

  No Languages Available

• Which industries has JohnPaul Bernardi Cfa Cfp previously worked in?

  JohnPaul Bernardi Cfa Cfp has prior
  experience in the following industries:
  

• What is JohnPaul Bernardi Cfa Cfp’s work experience?

  JohnPaul Bernardi Cfa Cfp has the following professional experience:
  Cibc Wood Gundy

• How can I find JohnPaul Bernardi Cfa Cfp on LinkedIn?

  You can view JohnPaul Bernardi Cfa Cfp’s LinkedIn profile at LinkedIn URL

• What are JohnPaul Bernardi Cfa Cfp’s work email addresses?

  JohnPaul Bernardi Cfa Cfp’s work email
  addresses are
  johnpaul.bernardi@cibcwoodgundy.com

• What company does JohnPaul Bernardi Cfa Cfp work for?

  Cibc Wood Gundy