Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada
Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada

The Robert Sidney Team, at Berkshire Investment Group Inc., is committed to providing an outstanding level of personalized financial planning service and support to our clients.

Please contact us if you have any questions or just wish to discuss or review your accounts.

Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada
Our Team Roster - click name for bio:  
Robert Sidney, CFP - Branch Manager Berkshire Investment Group Inc.
Teresa King - Branch Administrator Heather LeBlanc - Executive Assistant

Robert Sidney, CFP is a Certified Financial Planner and the Branch Manager of the Sun Tower, Bedford / Halifax and Truro Branches of Berkshire Investment Group Inc. He has worked in the financial services industry for 20 years, joining Berkshire in 1998, when he opened the second branch of Berkshire east of Ontario.

Robert graduated from Acadia University in 1984 with a Bachelor of Business Administration degree, majoring in finance.
Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada
He also received the Chartered Financial Planner (CFP - now Certified Financial Planner) designation from the Canadian Institute of Financial Planning, in 1992. Robert, along with his wife and four children, reside in Halifax, Nova Scotia. >> contact

Teresa King - Branch Administrator
Teresa has been a financial administrator for the past nine years, with seven of those years at Berkshire Investment Group Inc. She has worked for Robert since July 2005, becoming Branch Administrator in July 2006. Her industry related studies includes the Canadian Securities Course and Branch Managers’ Course as well as numerous industry related programs in finance, accounting, income tax, and payroll. Teresa, her husband and two sons live in Bedford, Nova Scotia.
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Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada

Heather LeBlanc - Administrative Assistant
Heather has been an Administrative Assistant for the past 9 years with the majority of that time in the financial services sector. She is an honours graduate of the Halifax West Business Diploma Program. Heather and her son and daughter live in Halifax, Nova Scotia.
>> contact

Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada

Berkshire Investment Group Inc. - Since 1986, Berkshire Investment Group Inc. has been an independent distributor of mutual funds, RRSPs, RRIFs, Group RRSPs, monthly savings plans, systematic withdrawal plans and other specialty investment products to help you better serve our clients. Berkshire Investment Group Inc. is a member of the Mutual Fund Dealers Association (MFDA) and the MFDA Investor Protection Corporation (MFDA IPC). >> contact

Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada
   

Copyright Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Berkshire Investment Group Inc, Halifax, Nova Scotia, NS, Canada

 

Robert Sidney CFP is a Financial Advisor and Certified Financial Planner serving HRM - Halifax / Dartmouth, NS, & Bedford / Sackville Nova Scotia.
*The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Robert Sidney is not licensed to effect sales. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisor for advice based on your specific circumstances.