Cherise Berman
Bespoke Financial Consulting Inc. · Toronto, Ontario, Canada
Cherise Berman is a fee-only financial advisor at Bespoke Financial Consulting Inc. in Toronto, Ontario, Canada, who holds the CA, CFP and RFP credentials. Cherise charges hourly fees and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Facts
| Firm | Bespoke Financial Consulting Inc. |
|---|---|
| Based in | Toronto, Ontario, Canada |
| Fee model | Hourly · Ongoing planning fee |
| Credentials | CA · CFP · RFP · TEP |
| Website | www.bespokefinancial.ca |
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Questions about Cherise
Is Cherise Berman a fee-only financial advisor?
Yes. Cherise Berman is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Cherise charge for financial advice?
Cherise charges hourly fees and an ongoing planning fee.
Where is Cherise Berman based?
Cherise Berman is based in Toronto, Ontario, Canada.
What does Cherise specialize in?
Cherise's specialties include retirement planning, estate & legacy planning, divorce financial planning and small business owners.
What credentials does Cherise Berman hold?
Cherise Berman holds the CA, CFP, RFP and TEP credentials.
How do I contact Cherise Berman?
Through Cherise's website, www.bespokefinancial.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Bespoke Financial Consulting Inc. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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