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.
Learn MorePortfolio
Darcy Bergen Portfolio
Recent News
June 2, 2023
Essential Skills for Financial Success
Money management skills are crucial for achieving financial stability and success. Whether you’re an individual, a business owner, or a professional, understanding how to effectively manage your finances is essential for making smart financial decisions, planning for the future, and achieving your financial goals. In this article, we will explore some key money management skills […]
May 12, 2023
Money Management Worksheets: A Practical Tool for Financial Success
Introduction Effective money management is crucial for achieving financial success and maintaining a healthy lifestyle. Money management worksheets are a valuable tool that can aid individuals in managing their finances. These worksheets provide a structured framework for tracking income, expenses, savings, and debt, enabling individuals to understand their financial situation comprehensively. This article will explore […]
July 12, 2021
Darcy Bergen Explains How HSAs Can Be a Powerful Retirement Planning Tool
According to research from Fidelity, the average retired couple in 2020 at age 65 could need an estimated $295,000 in after-tax savings to cover retirement healthcare expenses. As an experienced financial advisor at Bergen Financial Group, Darcy Bergen explains an emerging trend of using health savings accounts (HSAs) as a powerful retirement planning tool. Considered […]
May 19, 2021
Darcy Bergen Explains When You Would Want to Convert to a Roth IRA
There are times when it makes sense to convert retirement funds to a Roth IRA. According to financial advisor Darcy Bergen it’s important to understand the advantage of paying taxes now rather than later. It often makes sense to convert your retirement fund to a Roth IRA. Factors that play into this decision include your […]