Bernie Geiss is the President of Cove Financial Planning Ltd., a life and health insurance agency, serving High Net Worth individuals, families and their businesses in the area of business and estate succession planning and insurance. He has practiced in the financial services industry since 1987. Bernie is an original founder of the Life Balance Advisory Alliance (LBAA) and the creator of the Strategic Advisory Experience planning process designed to meet the sophisticated needs of high net worth business families. He is a featured speaker and writer in the fields of insurance and financial planning. He spends his time away from his practice cross country running, mountain biking, skiing or boarding or working with his hands. He lives in North Vancouver with his wife and three children.

Bernie has earned the following designations:

  • Chartered Life Underwriters (CLU)
  • Certified Financial Planner (CFP)
  • Trust & Estate Practitioner (TEP)
  • Certified Health Specialist (CHS)
  • Financial Management Advisor (FMA)
  • Award Winning Financial Planner

Bernie is an active member of the following leading professional organizations involved in Canadian estate planning:

  • Conference of Advance Life Underwriting (CALU)
  • Society of Trust & Estate Practitioners (STEP)
  • Chartered Life Underwriters Institute (CLUI) 
  • Financial Planners Standards Counsel (FPSC)
  • Estate Planning Council of Vancouver
  • Advocis (The Financial Advisors Association of Canada)
  • Insurance Council of British Columbia
  • Insurance Council of Alberta

Current Chair -- The Canadian Society for MPS & Related Diseases

Current Chair -- Cove Fun Run for MPS

Committee Member -- CALU Government Relations Committee

Past President --- Crime Stoppers of Greater Vancouver

 

Bernie Geiss
President
Cove FInancial Planning, Ltd.

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