Brett A. Berman

Brett A. Berman, MBA, CFP®, FCSI®, CIM® is an experienced investment advisor currently at Ventum Financial since September 2021. Previously, Brett served as Principal at Plan to Prosper - Intifin Financial Group from 2008 to 2021, providing comprehensive financial planning and advisory services. Earlier career roles include Vice President and Head of Research & Development at RBC Global Asset Management (2005-2008), where Brett founded the Ideas & Innovations Team, and Vice President/Director of Product Development at Dynamic Funds (2001-2005), establishing a key department contributing significantly to firm growth. Additional experience includes launching the first online multi-fund supermarket in the U.K. at Fidelity International (1999-2001) and various roles in pre-MBA experience from 1988 to 1998. Brett holds an MBA in Leadership from IMD and a Bachelor of Arts (Honours) from Middlebury College.