Cherise Berman, CPA, CA, CFP®, R.F.P., TEP
Cherise has over 20 years of experience in the tax, retirement and estate planning community.
Before forming Bespoke Financial, Cherise worked at two major Canadian banks providing comprehensive financial planning and wealth management services to business owners, corporate executives, retirees and affluent families. Cherise possesses a comprehensive understanding of the financial and personal complexities faced by high net worth families and is adept at identifying strategies and recommending solutions to address all aspects of a family’s financial life including retirement, tax and estate planning, – with a focus on preserving and protecting wealth. She has also spent many years working as an in-house financial planning expert at bank-owned wealth management divisions, supporting advisors in all aspects of financial planning. She started her career at a national accounting firm practicing in the area of audit and review engagements and personal and corporate tax preparation for small and medium sized businesses.
Cherise is a Chartered Professional Accountant, Chartered Accountant, a Certified Financial Planner, a Registered Financial Planner, and a Trust & Estate Practitioner. She is also a member in good standing of the Canadian Institute of Financial Planners, the Institute of Advanced Financial Planners, and the Society of Trust and Estate Practitioners.
Cherise is active within the financial planning community. She has been a member of the Financial Planning Standards Council’s item writing committee for the CFP exam. She has also volunteered for the Canadian Institutes of Chartered Accountants personal tax preparation clinics.
In her spare time, Cherise enjoys hiking, travelling and fly fishing with her husband.