Verified recordFinancial Services

Ward Bertram

Financial Planner and Investment Advisor at Manulife Wealth

Based in Surrey, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Surrey

Industry

Financial Services

Company size

1.4K

Contact information

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Email

1 credit

w•••••••@manulifesecurities.ca

Phone

5 credits

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Background

About Ward Bertram

You know how entrepreneurs invest so much time and effort into their businesses that the two become almost indistinguishable? Well, at some point, either by design or by accident, the individual and the business will separate. What Ward does is partner with entrepreneurs and the other members of their professional advisory team to ensure that however that separation occurs, their business and family goals remain intact. Specialties: Integrated, holistic financial planning.

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