I have known Bernie for over 20 years, and have worked closely with him for the past fourteen and a half years. Bernie is first of all very client focused, making sure he understands his clients’ objectives, goals and wishes before undertaking his planning review and analysis, ultimately leading to his recommendations.
Bernie has shown me over these many years that he does an outstanding job with all types of planning situations, and particularly works well in the more complex situations. Bernie’s ability to think through the complexities and to work effectively and efficiently with a multi-disciplinary group of advisers, allows him to service his clients as well as, or better than, any other adviser with whom I have worked.
Bernie is not only technically capable to deal with the complex client files, but he also understands that it is essential to engage the clients’ other advisers to make the best use of their knowledge and capabilities.- Chris Ireland, CPA, CA, TEP