With close to 20 years in the investment and financial industry, Bert Griffin has gained the expertise and knowledge that can help you through every aspect of wealth management, ultimately assisting you in getting the financial security and peace of mind that you want.
Bert graduated from the University of Lethbridge in 1994, earning a Bachelor of Management degree with a double focus on Finance and Accounting.
With a strong educational background and interest in finance, Bert started working with one of the best financial investment firms in the country and continuously showed top-notch performance. In 1995, he was voted as "Rookie of the Year" at Planvest. Bert Griffin eventually won the "Financial Planner of the Year" award in the succeeding year.
When CM Oliver took over Planvest, Bert stayed on and was consistently part of the top performer conferences from 1997 to 2000.
Bert's excellent performance continued through 2003, when Assante Capital took over CM Oliver. Needless to say, Bert Griffin showed early on that he is a high-performing and achievement-oriented financial advisor who not only loves what he does for a living but also understands what his clients want, aside from having the expertise, know-how and strategies to help them achieve their goals.
Bert Griffin’s top-notch achievements did not go unnoticed. In 2003, Bert moved on to Berkshire Securities/Manulife Securities.
Every single year, from 2003 to the present, Bert Griffin is invited to attend both the President's Circle and Circle of Excellence conferences. The Circle of Excellence conference recognizes all the top Manulife advisors who have exceeded pre-set criteria, while the more prestigious President's Circle conference shines the spotlight on the top 20 or 30 Manulife advisors. Manulife is one of the foremost investment and insurance firms in Canada, with over 8,600 domestic employees and is cited as one of the country’s Top 25 Best Canadian Brands. To be called as one of the best here really means that you are the best! As such, this is further proof that Bert is an outstanding financial and investment advisor.
The Bert Griffin Team currently offers its clients the following services:
• Estate Planning
• Insurance Planning
• Investment Planning
• Retirement Planning
• Risk Management
• Tax Planning
• Wealth Planning.
When Bert is not advising clients