Earl Bard Email & Phone Number

Earl Bard has been a trusted source of investment and financial planning advice since 1997. Through a comprehensive analysis, Earl can provide an expert opinion on how to improve upon your current portfolio. With unique solutions like month-to-month retirement cash flow plans, he takes a comprehensive approach to helping clients through financial transitions.Accreditations and Academics:Earl has a history of academic achievement in his field, which includes two awards of excellence from the Canadian Securities Institute. He holds a Bachelor of Commerce, the Professional Financial Planning designation and licenses to offer life and disability insurance. He is also fluent in both English and French.Service Focus:When Earl formed Bard Wealth Management at CIBC Wood Gundy, he was able to combine his personalized approach with the depth of resources to manage complex financial situations. This allows him to guide clients through transitions like business succession, retirement package options and estate transfers.With clients across Ontario, Earl coordinates all the moving parts of their portfolios and plans, which includes ongoing communication with their accountants and lawyers. His clients also benefit from his focus on uniquely personalized service, which involves regular contact, prompt responses and, often, meeting his clients at their home or office.Outside of the office, Earl enjoys spending time with his beautiful wife Rachel and their twins David and Emma.“Through a consultative, holistic process, our purpose is to build coordinated plans customized to each client and, with the highest level of service, to execute strategies to help guide them through major wealth transitions.”Earl Bard, B.Comm.Senior Wealth Advisorwww.cibc.com/pwm-socialmediadisclaimer

Listed skills include Estate Planning, Investments, Financial Planning, Portfolio Management, and 7 others.