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
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 […]
April 19, 2021
Darcy Bergen Explains How to Manage Your IRA
Having an IRA is a great way to create wealth over a long period of time. However, many Americans do not know how to manage their returns on an IRA. Fortunately, Darcy Bergen is here to explain some information about managing your Roth IRA that looks to maximize your income in the long term. The […]
April 16, 2021
Financial Planner Darcy Bergen Discusses Strategies for Retirement Planning
Financial planner Darcy Bergen recently discussed his top strategies for retirement planning. The retirement years are often referred to as “The Golden Years.” However, anticipating life in retirement can be extremely stressful if you’re not adequately prepared. Financial planner Darcy Bergen recently offered several of his top strategies for retirement planning. “Proper retirement planning is […]