Gary Berardinelli, B.Comm., F.Pl.
Consultant

Since 1994, Gary has been helping clients turn common sense into common practice in the world of financial planning. He uses a conservative approach to wealth management while emphasizing on tax-saving strategies. He obtained his Financial Planner designation in 1999. He is now one of the longest-serving advisors in the West Island office in Montreal. Gary has earned several accolades from IG over the years, including the prestigious President’s Academy (top 50 consultants based on new business) and President’s Council (next 72 consultants based on new business). On the personal side, Gary and his wife Anna have three lovely children, Erica, Michael and Justin. His hobbies include travel and hockey. Gary is a member of the Institut québécois de planification financière.

 

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at gary.berardinelli@igpwm.ca.

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