Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
Senior Portfolio Manager & Senior Investment Advisor
Yon Bergson has been with TD Bank Group for 25 years. He started his career as an equity and options representative with TD Direct Investing before transitioning to TD Wealth Private Investment Advice in 2002. For over two decades, Yon has helped clients navigate the complexities of wealth management through a comprehensive discovery process that uncovers their financial circumstances and investment goals, allowing him to tailor personalized strategies to their needs.
Yon is a Chartered Financial Analyst (CFA®) charterholder since 2004, and is a member of the CFA Institute and CFA Society Vancouver. He also served as Treasurer and member of the CFA Society Okanagan.
Senior Portfolio Manager & Senior Investment Advisor
CFP®
CIM®
Patti Dwyer has been with TD Wealth in Kelowna for 17 years and joined TD Wealth Private Investment Advice in 2018. Before that, she was a Senior Financial Planner with TD Wealth Financial Planning. She is passionate about building long-term client relationships, gaining a deep understanding of each client’s unique story, and supporting their financial aspirations over time.
Patti began studying financial planning and investment management in 2000 and has held the Certified Financial Planner (CFP®) designation since 2006. She also holds the Chartered Investment Manager (CIM®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. With her education and experience, she takes a holistic approach to wealth management, striving to ensure that all aspects of a client’s financial picture are assessed and that they are well-prepared for the future. A firm believer in lifelong learning, Patti continues to expand her expertise to stay ahead in an evolving industry.
Administrative Associate
Administrative Associate
Maureen has been with TD since 2012 and has held various roles within the bank before joining the Bergson Dwyer Group in 2021. She brings a wealth of knowledge from the personal banking side and takes great pride in her attention to detail and building customer relations.
Maureen provides dedicated administrative and specialized support to our clients, as well as the rest of our team. In her role, she acts as the primary contact with regard to account administration and day to day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
