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Recommended by a friend, we have been working with Neil for more than 14 years now. We like working with him. He had always been great, never had a problem with him. He is always available when we need to talk to him. We like his manner, he speaks clearly, straightforward and not too technical. I recommend him to family and friends, that’s why my son and daughter-in-law works with him as well.

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I have known Neil Bergen for several years. He has provided me with great financial advice. I am employed in the oil and gas industry and sometimes can’t meet Neil during conventional business hours. He always makes himself available for early morning or weekend appointments. He is a very honest, hard working and knowledgeable individual.

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Neil is very professional and knowledgeable. His attention to detail has resulted in positive outcomes in very turbulent financial times over the past two years. Thank you for your dedication towards making our long-term dreams become closer to reality.

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I met Neil in 2012 in La Crete, Alberta, when we were looking to work with somebody on RRSPs and life insurance. I like the way he works, he is very knowledgeable, and I like his upfront honesty. He has shown me exceptional service, so I continue to recommend him to my friends, family, and clients.