Interview Excerpts

 
Dale Berg, Senior Financial Advisor

Dale Berg,
Senior Financial Advisor

What are you particularly good at in your professional work?

"I believe I am a very good listener when my clients speak about their goals and financial objectives. My ambition when I work with a client is to illustrate how we can structure their wealth so they can achieve their expressed goals, and at the same time I help them understand and pay attention to mitigating life, health and market risk."

What part of your work do you enjoy the most?

"I enjoy wrapping up a client meeting with a feeling of accomplishment and success knowing that we have made positive steps to improving or solidifying the clients financial goals and expressed objectives."

What do your clients tell you they most appreciate about the work you do for them?

"My clients appreciate my honesty, I attempt in every way to provide my clients with as much information as possible for them to make intelligent and informed financial decisions that will set them on a course for financial success and peace of mind."

Tell us a little bit about your personal life:

"I was born and raised in Saskatoon.  I've been married to my wife Holly for over 25 years, and we have three boys: Mitch, Carter and Houston."