Members

Marc Berger

Creative Planning Financial Group

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Marc Berger

Member Bio

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Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Minimum Fee
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

Alberta
New Brunswick
Ontario
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