Gary Berardinelli, F. Pl.
About Gary Berardinelli, F. Pl.
Gary Berardinelli serves as the Division Director at IG Wealth Management, where he has worked since 1994. He is recognized for his expertise in financial planning, having received multiple awards for his performance and contributions to the field.
Work at IG Wealth Management
Gary Berardinelli has served as Division Director at IG Wealth Management since 1994. His tenure of nearly 30 years in the Montreal, Canada area underscores his commitment to the organization and its clients. In this role, he has consistently demonstrated leadership and expertise in financial planning, helping clients navigate their financial journeys.
Education and Expertise
Gary Berardinelli studied at Concordia University, where he earned a Bachelor of Commerce with a focus on Finance from 1992 to 1994. He furthered his education at Laval University in Quebec City, achieving the Financial Planner Designation in 1999. His academic background supports his extensive knowledge and practice in financial planning.
Achievements
Throughout his career, Gary has received multiple accolades from IG Private Wealth Management, including the President’s Club award, which recognizes the top 3% of IG Consultants based on new business. He has been honored with this award in several years, including 2005, 2006, 2009, and from 2012 to 2016. Additionally, he received the T.O. Peterson award in 2001, 2002, and 2004 for his performance and mentoring as a Division Director.
Background
Gary Berardinelli has established himself as one of the most tenured advisors in the Montreal West Island office of IG Wealth Management. His long-standing presence in the financial planning industry highlights his dedication and experience. He employs a conservative wealth management approach, emphasizing tax reduction strategies as a key component of his financial planning philosophy since 1994.