About PanFinancial Insurance Solutions
Investment Advisors in Toronto, Ontario
Gordon Berger, President
Gordon Berger is rich with knowledge in the field of financial management.
He has been in the financial services business since 1970. As an MDRT Life Member, he has achieved Special Life and Qualifier Member of "Top of the Table", an accomplishment awarded to less than 400 agents in the world. Recently, Gordon was admitted to the "Quarter Century Club", a division of MDRT, reserved for those who have been continuous members for 25 years or more. He has qualified 37 times.
Gordon has made numerous appearances on both television and radio. He was most recently seen on TV Ontario's "Money Blues", and has appeared regularly on "Money Talks" on CHFI Radio, and makes frequent guest appearances on CFRB. He has also appeared on TV Ontario's "Small Business" program. Gordon has participated as co-author of various books, such as "Power of Money" and "Turnaround, The Complete Canadian Guide". Gordon is a co-author of the "Canadian Guide to Tax Planning, Benefits and Compensation for Executives and Managers, “as well as a new book that is currently being launched "The Essential Individual Pension Plan Handbook"
Gord has served on a discussion panel at the Financial Services Industry Summit, and has lectured at the University of Toronto, York University, The Schulich School of Business, the Canadian Bar Association, and CCH Canadian Limited, as well as a lecturer to many Accounting & Law firms and professional study groups. Heis a co-author of " The TASK - The Trusted Advisor's Survival Kit" (Lexisnexis, 2009)
He has been extremely active for his entire adult life in community services such as President of the Kidney Foundation, Chairman of the Cash for Life Lottery of Ontario, in the executive capacity of Jewish Family & Child Services, Jewish Vocational Services, Director of Mount Sinai Hospital, and current member of Board or Governors of Mount Sinai Hospital. He has served on the Board of Directors and was Chairman of the corporate fund raising campaign for the Toronto Symphony. Gord is currently finishing his responsibilities as Treasurer of Jewish National Fund, Toronto, and the Board of Hebrew University. He is also a past President of ORT Canada.
Gord’s passion for the past five years is to continue to build a charity that he started, that continues to grow, feed, and educate underprivileged children in the Toronto community at large in the area of computer technology & study skill habits. He has acted in a fund raising capacity for Baycrest Home for the aged. Lastly, Gord is involved with several charities in helping them develop strategic plans to ensure their success in the future.
Now that you appreciate Gord's expertise, why not learn how he can help you spend less money on tax? Click here to contact Gord Berger.
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:
- PanFinancial Insurance
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.
Learn More about PanFinancial:
- Our Standards
- Client Testimonials
- Media Center
- Join our Associate Program
Our investment advisors work closely with clients across Toronto, Niagara Falls, Kitchener, Barrie, Peterborough, Hamilton, Oakville, Guelph, Oshawa, Markham, Vaughan, Brampton, Mississauga, St.Catherines, Orillia, and Collingwood, Ontario.