Regan Bernhard,Cfp,Rrc
About Regan Bernhard,Cfp,Rrc
Regan Bernhard is an Associate Consultant at Bernhard & Associates Private Wealth Management, focusing on building long-term client relationships and exploring financial options. With over 30 years of experience in the financial sector, he emphasizes the importance of regularly reviewing and updating financial plans.
Work at IG Wealth Management
Regan Bernhard has been associated with IG Wealth Management since 1992, initially serving as a Senior Executive Financial Consultant for 27 years. In 2019, he transitioned to the role of Associate Consultant at Bernhard & Associates Private Wealth Management. His work primarily takes place in Humboldt, Saskatchewan, where he focuses on building long-term relationships with clients. He emphasizes the importance of regularly reviewing and updating financial plans to help clients stay aligned with their financial goals.
Education and Expertise
Regan Bernhard holds the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations. These qualifications indicate a strong foundation in financial planning and retirement strategies. His expertise allows him to guide clients through various financial options tailored to different life stages, ensuring they make informed decisions regarding their financial futures.
Background
Regan Bernhard has dedicated over three decades to the financial services industry, with a significant portion of his career spent at IG Wealth Management. His extensive experience in financial consulting has equipped him with the skills necessary to address the diverse needs of clients in Humboldt and surrounding areas. His focus on client relationships has been a consistent theme throughout his career.
Achievements
Throughout his career at IG Wealth Management, Regan Bernhard has played a pivotal role in assisting clients with their financial planning needs. His commitment to client service and the regular review of financial plans has contributed to the success of many individuals and families in achieving their financial objectives. His long tenure in the industry reflects his dedication to the financial well-being of his clients.