Who We Are

Bergen Financial is a Financial Advising firm headed by Neil Bergen, a CERTIFIED FINANCIAL PLANNER® Professional working as a financial advisor since 1997, specializing in insurance, investments, estate planning and financial planning.

Our office is located in Fort St. John, where we serve BC and Alberta Peace Regions.

 

Meet the Team

Neil Bergen

Certified Financial Planner

Neil is a CERTIFIED FINANCIAL PLANNER® and licenced Mutual Fund and Life Insurance Advisor...

Dawn Bennett

Mutual Fund Representative

Dawn's driving force with Bergen Financial is to inspire and encourage clients of all stages in life. As she continues to...

Liza Bergen

Bookkeeper

Liza is Bergen Financials' company bookkeeper and has been helping Neil in the business since 1999. She is also mother to...

Asuncion Sta. Maria

Executive Assistant

Asuncion's high energy is an asset in her role at Bergen Financial to build connections in the community, handle special...