Berkshire Securities Inc.

Berkshire Securities Inc.

Berkshire Securities Inc. is registered as an Investment Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds, stocks, bonds and other securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Investment Dealers Association of Canada (” IDA “), Berkshire Securities Inc. is obligated to disclose to you that you may be dealing with companies other than Berkshire Securities Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Berkshire Securities Inc.:

  • Income Tax Preparation;
  • Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.”

Berkshire Insurance Services Inc.

Berkshire Insurance Services Inc. is an independent broker providing life, disability and income replacement products, as well as segregated funds**. Product diversification allows us to provide our clients with a full range of insurance products aimed at wealth preservation.

*Upon request, you can receive a CIPF brochure. **Segregated funds are only available through representatives licensed to sell insurance products.

For more information, please visit the Berkshire website at www.berkshire.ca


Upcoming Events & Seminars

May 29, 2008

Estate Planning: Wills

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Whipp Tips & News

Clean-tech funds start to catch on

March, 2008: In honour of Earth Hour this weekend, I’m going to tell you how to invest in companies that are trying to clean up the world.

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Ethical Funds gives TD, RBC top ratings

March, 2008: Canada’s Big Five banks have woken up to the impact their financing has on climate change, according to a report released Wednesday by The Ethical Funds Company. But some are doing better than others, says the report, by the socially responsible mutual fund.

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Share Power 2008 - Amnesty International

March, 2008: SHARE POWER is a project of Amnesty International’s Business and Human Rights campaign. SHARE POWER harnesses the powerful connection between individuals and companies to advance corporate responsibility for human rights. SHARE POWER shows you what you can do to hold companies accountable for their human rights practices.

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CIPF Berkshire

Member of the Social Investment Organization

The opinions expressed are of Stephen Whipp & may not be of Berkshire Securities Inc. This website is not meant to provide legal or account advice. You should consult your own professional advisor for advice based on your specific circumstances. Information contained here is for Canadian residents only & does not constitute an offer to sell or solicit in any foreign jurisdiction, or in any Canadian jurisdiction where Stephen Whipp is not qualified to effect sales.