Bernadette Churchill, CIM^®, FEA, MBA

Location
Calgary, Alberta

“It’s important to dig through the noise and continuously uncover what is important to clients, as we embark on our wealth management journey together.”

Drawing on more than 20 years of wealth management experience, I counsel a diverse range of individuals, corporations, and family offices across a broad spectrum of often-complex investment needs and solutions. This has included, but is not limited to, tailoring strategies to meet retirement objectives, creating investment portfolios to generate return for idle cash within businesses or corporations, and helping families save for life events such as purchasing a home, saving for education, or estate planning.

No client is the same, and their needs evolve over time. So, I work closely with them to provide a personalized strategy tailored to each client’s unique needs through every stage of wealth accumulation, preservation, and withdrawal. My holistic approach to wealth management integrates tax-efficient strategies and diversified investment solutions to optimize returns while mitigating risk.  

Experience has taught me that people with well-designed, risk-managed plans usually fare much better than those without them. Guided by the proverb “knowledge is power,” I ensure my clients understand and feel comfortable with their portfolio’s direction, giving them the confidence they need to feel engaged and assured. By fostering transparent, long-term and trust-based relationships, coupled with individually curated financial plans, my clients and I can both sleep well at night.