Investment Services

Chris Forman of Berkshire Securities Inc. offers a comprehensive range of financial and investment services including:

• Financial Planning
• Portfolio Management
• Wealth Accumulation

As an investment advisor with Berkshire Securities Inc., Chris has the experience, tools, and support to help you clearly define your financial goals and create - then implement - a sound investment plan.

Chris offers professional advice and will assist you through selecting investments, managing your portfolio, developing a retirement plan, minimizing taxes, investing an inheritance or handling any other aspect of wealth accumulation.

It is important to define your financial goals and establish a plan. Most people have difficulty getting started. Chris can help you define and achieve your financial goals. His real strength is his ability to stay focused on the long-term objective. Chris achieves this through the use of a long-term asset allocation strategy which is consistent with clients' risk tolerance and retirement expectations. Chris and his team offer all the help anyone is likely to need.

When saving for a financial goal, it's best to have a diversified portfolio. Building such a portfolio can be both difficult and expensive. Making the right decisions can mean the difference between success and failure. Chris looks at every investment as if it were his own.

To get started with an investment plan that's right for you, call Chris Forman today at (604) 688-2123, Toll Free 1-800-518-4247 or e-mail cforman@berkshire.ca.