Berry Wealth Management

Berry Wealth Management is distinguished by its highly specialized approach to physicians, dentists and pharmacists, we offer an investment solution that seeks capital preservation, growth and tax efficiency that meets the needs of each client.

Beyond the management of the investment portfolio,

there is Wealth Management


We will support you at all stages of your life with my team of specialists, such as a tax expert, notary, no challenge is too complex for us.

Our fields of expertise:

  • Portfolio Management
  • Tax planning and optimization
  • Medical incorporation
  • Financial planning
  • Tax planning
  • Estate planning
  • Insurance and annuities
  • Banking solutions
  • Philanthropy

Our approach is to take action today

to achieve your goals for tomorrow.

Kathleen Berry

Kathleen Berry, M.Adm.

Investment & Wealth Advisor


Contact us

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