Since 1998 Bernie has served a diverse group of clients including individuals, corporations, trusts and charitable organizations. As a Chartered Investment Manager, he is also able to offer discretionary asset management as a Senior Portfolio Manager.  He has also worked as a Branch Manager at both Dundee Securities and Echelon Partners (predecessor firms to Ventum Financial).  Bernie describes his investment process in the following way… 

“My investing process is very dynamic but generally starts with a top-down, macro-economic analysis to determine the optimal asset allocation (balancing risk and return). I then use Fundamental and Technical analysis to help with security selection and the trading decisions. I will invest in any geographic area, industry sector or market capitalization that makes sense. I will use individual stocks and bonds, ETF’s, hedge funds, private investments and third-party managers. I’ll use most any tools to get my clients a good risk-adjusted return.”

Bernie has lived in Vancouver his entire life, has been married to Grace for 30 years & has four children. Bernie is active in his community, having served on several non-profit board and other community organization, including the boards of both Saint Augustine School and Vancouver College.

Maureen Jordison has worked with Bernie since 1998 and continues to assist clients with all administration matters.

Associate

Maureen Jordison