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Company Profile

Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation.

Today, we offer an extensive range of financial services through the following businesses:

Our collective goal is to deliver comprehensive wealth care strategies to high net worth individuals or business owners, all under one roof.

To achieve this goal, we created THE WEALTHCARE SOLUTION™. Developed by Gord Berger in 1991, it uses innovative, tax-efficient strategies to allow our clients to generate more wealth. Quite simply, it’s an exclusive solution for exclusive individuals. There’s nothing else quite like it.

It consists of 3 strategic pillars:

Collectively, these pillars will reduce your taxes, generate you tax-free wealth, and turbo charge your investments, helping you achieve your financial goals.

Other wealth managers can’t do what we do. Unlike them, we have the essential resources, financial expertise, and network of professionals to implement our sophisticated strategies. That’s what makes us so special.

More important, we believe it is vital to understand a client before making any recommendations. After we conduct a thorough analysis of your financial situation, we develop a customized plan that meets your current needs and future aspirations.

At PanFinancial, we employ a “Strategic Coach” environment with our Associates and Clients. We enjoy strategic relationships with our clients’ accountants, lawyers and other financial planners.

We have a long track record of success, servicing hundreds of highly successful members of society. And we have the testimonials to prove it.

The success of our clients further motivates us to deliver the most progressive solutions in the wealth care field. Contact us today.

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