Bernie Geiss, TEP, FEA, CLU, CFP, CHS
Founder, Continuity Advisor
Email: [email protected]
Phone: (604) 924-9152 ext. 225
According to Kolbe: You are uniquely able to take on future oriented challenges. You lead the way to visionary possibilities and create what others said couldn’t be done. You’ll say “Yes” before you even know the end of the question – then turn it into a productive adventure.
Bernie is the founder and President of Cove Continuity Advisors Inc. His unique ability is planning, exploring options, studying their effectiveness, personally testing them and then sharing the results to inspire others to act. Bernie applies this unique ability in both his personal and professional life, in his travels and when he shops. He loves spending time with people learning about their aspirations and what they care about.
Bernie has been an insurance advisor since 1987 and has continued to develop a unique approach to the insurance world as well as the internal operations at Cove.
Prior to his professional career, Bernie travelled around the world several times with extended stays in New Zealand, Australia, Thailand, and India studying meditation, philosophy, and yoga. Bernie loves spending time with his wife, Christie, and their three kids (when they are around). He enjoys meditation, yoga, being in the trails running or riding, working with his hands or planning something. He loves to plan.
Bernie has the following designations:
Trust & Estate Practitioner (TEP)
Family Enterprise Advisor (FEA)
Chartered Life Underwriter (CLU)
Certified Financial Planner (CFP)
Certified Health Insurance Specialist (CHS)
Award Winning Financial Planning Advisor – Advisors Edge Magazine
He is active in the following Canadian estate planning organizations:
Society of Trust & Estate Practitioners (STEP)
Institute of Family Enterprise Advisors (IFEA)
Financial Planners Standards Counsel (FPSC)
Chartered Life Underwriters Institute (CLUI)
Institute for Advanced Financial Education (CHS)
Advocis (The Financial Advisors Association of Canada)
Insurance Council of British Columbia
Insurance Council of Alberta
Insurance Council of Ontario
Autorité Des Marchés Financiers (Quebec)