Eric Bergerud, Investment Advisor,Edmonton, AB

Phone

Office

Office Location

10088 - 102nd Ave., Suite 2400 Edmonton, AB T5J 2Z1. map

Eric Bergerud is an Associate Portfolio Manager & Senior Investment Advisor with TD Wealth Private Investment Advice in Lloydminster. Eric joined TD in July of 2003 after graduating from Lakeland College with a Bachelor of Applied Financial Services Degree. Eric has since spent his entire career establishing himself as a knowledgeable advisor with TD Wealth.

Eric grew up on a grain farm near Edgerton, AB and remains deeply connected to his roots. He enjoys helping the family during harvest and throughout the year. He understands the unique financial needs of families in rural communities and tailors his advice to suit their goals.

Eric holds the esteemed designations of Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Certified Financial Planner (CFP). In 2023, Eric was appointed to the position of Associate Portfolio Manager, allowing him to convert his practice to a Privately Managed Discretionary Portfolio.

Eric and his wife, Tanys are proud parents of two sons, Carson and Cohen. Together, they actively support the boys' pursuits of hockey, baseball, golf and lacrosse. Eric enjoys fly fishing, spending time with family at their lake cabin, and helping on the family farm. Eric's talents also include carpentry, mechanics and even classical piano.

Certificates

CFP®

CIM®

FCSI®

Education

Certified Financial Planner

Community Involvement

Lloydminster Minor Hockey Board Member

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.