We have a small team which has a real focus on client service. Michelyne deals with all administrative, scheduling and office management issues. Crystal works on special projects, and assists Terran with client planning. Terran handles portfolio construction, tax work and financial planning for clients.
Our Team
Terran Berger BBA
Born and raised in the beautiful Comox Valley, I’m proud to now be raising my own family here as well. After earning my business degree from North Island College, I joined the office and had the privilege of purchasing the business in 2023.
When I’m not in the office, you’ll often find me on the golf course or enjoying the many outdoor activities the Valley has to offer. My wife and young sons keep me grounded and remind me of what truly matters.
I look forward to connecting with you to discuss your financial planning needs and helping you achieve your goals.
Michelyne Lagotte
I relocated to the Comox Valley in 2012, bringing with me a diverse professional background that spans both small and large corporations, as well as owning my own business. My education includes studies in computer science, management, and marketing.
Outside of work, I have a passion for interior design and enjoy refurbishing furniture. I’m also fluent in both French and English, which allows me to connect with a wider range of people.
As Office Manager, I feel truly privileged to be part of this team, and I’ve been welcomed with warmth and kindness by everyone here.
Crystal Friesen
Although I’m the newest member of the team, I’ve now been with the office for a year and a half, bringing a solid background in finance and technology to the table. Born and raised in the Valley, like Terran, I’m excited to work with our office software to support financial planning and manage special projects. Currently, I am pursuing my licensing to become a licensed assistant, allowing me to further contribute to the success of our clients and team.
Outside of work, you’ll most likely find me on the golf course, honing my swing and enjoying the game or spending quality time with family and friends.
“Terran and his team have been managing our financial portfolio for several years now, and we are extremely pleased with their efforts. Highly professional, easily accessible, very personable, quick to respond…. describes everyone on the team. We encourage all our friends and family to utilize their services.”
Barb Colwell and Paul Rankin
Come in for a visit!
We can help you organize your financial planning so you can move forward feeling confident and excited about your future.