BERGEN FINANCIAL - Key Persons
Job Titles:
- Mutual Fund Representative
Dawn was born and raised in Southern Ontario and moved to Alberta where she lived for 11 years, finally settling here in beautiful British Columbia in 2011.
In February 2021, Dawn achieved the role as a 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 grow with Bergen Financial, it provides her comfort on both personal and professional levels.
Dawn often spends time exploring the backcountry with family and friends. She keeps very active on her small hobby farm where she raises beef, sheep, and poultry and grows a vegetable garden.
Liza is Bergen Financials' company bookkeeper and has been helping Neil in the business since 1999. She is also mother to...
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.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Liza is Bergen Financial's company bookkeeper and has been helping Neil in the business since 1999.
She is also mother to 4 teenagers and 10 or so free-range bunnies. Obviously, this means that she can't garden, so she spends her time managing the household, hiking, reading and trying new things to keep life interesting. She can't wait to travel again and enjoys getting off the beaten path when she does.
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.
Neil is a CERTIFIED FINANCIAL PLANNER® and licenced Mutual Fund and Life Insurance Advisor.
He is also title holder World's #1 Dad (four offspring) and Husband of the Year to Liza (each year since 1999). He loves to read, to explore the world and have adventures vicariously and when he can in person. He has a hard time passing any swimming hole without jumping in for a splash, no matter how cold.
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.