Bernard Perez CFP®

Associate Consultant

Bernard has been with IG Wealth Management for five years and has joined Gibbings & Associates Private Wealth Management in 2020 as a CERTIFIED FINANCIAL PLANNER professional. He specializes in building, updating and maintaining clients Personal Financial Plans, called The Living Plan. ™

Bernard will focus on insurance, tax, estate planning and cash management strategies in
order to maintain our client’s financial freedoms.