What We Do

The essence of financial planning is to give you solutions to help you live life to the fullest. To do that you must hold two opposing ideas in your head at one time. You must plan to die at any time, but at the same time to plan to live to be one hundred years old.

I have worked with many clients over the years since I started selling life insurance in 1997. I continue to have a passion to help clients get the right coverage to protect loved ones. Every time we pay a claim it is a bittersweet moment for me.

Family are the people we care for and who depend on us. For individuals, this usually means our spouse and children. For business owners it can mean our partners in business and employees. In each case we are there to help design the right plans to protect them and yourself.

We also help you plan for the best with retirement planning and investment portfolio management. I make it my responsibility to provide relevant portfolio management to my clients so that they can make good investment decisions and get ahead.

At Bergen Financial we are all about looking ahead and preparing for both the best and the worst.

Individual & Family Insurance Solutions: Life Insurance, Injury Insurance, Illness Insurance, Disability Insurance, Critical Illness Insurance, Health Insurance, Dental Insurance, Travel Medical Insurance

Corporate and Business Solutions: Buy/Sell Partnership Insurance, Group and Employee Benefits, Group RRSP, Registered Pension Plans

Investment Portfolio Management for: Retirement, Home Buyers, Education Funds, Emergency