Hello!
Darcy Bergen
is a financial advisor
About Me
Born and raised in Canada, Darcy Bergen is the son of missionaries. Prior to moving back to Canada for high school and college, Bergen also spent his formative years living in Malaysia and New Zealand. He was the team captain and a great wrestler in high school, winning three provincial titles.
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Recent News
May 13, 2025
How Millennials Can Save, Invest, and Plan for Financial Success
For many millennials, financial success can seem like a distant goal. Their world is different from what previous generations experienced, with student loans, rising living costs, and uncertain job markets. However, despite these challenges, millennials are uniquely positioned to build a secure financial future. With the right strategies, anyone can save, invest, and plan wisely […]
March 12, 2025
Index Annuities Explained: A Safe Investment for Beginners
Investing for the future can be a daunting task, especially for those just beginning their financial journey. With so many options available, it’s important to understand the products that offer both security and growth potential. One such product is the index annuity, which has become increasingly popular due to its ability to balance risk and […]
February 25, 2025
Pros and Cons of Roth Conversion: Is It Worth the Tax Implications?
When it comes to planning for retirement, one strategy that many investors consider is converting their traditional IRA or 401(k) into a Roth IRA. This process, known as a Roth conversion, allows individuals to pay taxes on their retirement savings now in exchange for tax-free withdrawals in the future. However, like any financial decision, Roth […]
January 14, 2025
Comparing LIRPs and Traditional Retirement Plans: What’s Best for Your Future?
When planning for retirement, selecting the right savings vehicle is one of your most important decisions. Traditional retirement plans like 401(k)s and IRAs have long been popular choices, but life insurance retirement plans (LIRPs) are increasingly gaining attention for their unique benefits. To determine which option is best for your future, let’s explore the differences, […]