ABOUT JEFF BERGMAN, FINANCIAL SECURITY ADVISOR
Jeff Bergman, a seasoned financial advisor based in Montreal, specializes in providing comprehensive insurance solutions and tailored investment opportunities. With a client-focused approach with personalized strategies to help individuals, families, incorporated professionals, and business owners achieve their financial goals. Whether it's securing life insurance, planning for retirement, tax planning in a corporation, or navigating the complexities of investment portfolios, Jeff's expertise ensures that his clients receive sound advice and optimal solutions. Jeff is known for his integrity, dedication, and has built a reputation as a trusted partner in financial planning, empowering his clients to make informed decisions for a secure financial future.
Jeff Bergman, your trusted financial security advisor in Montreal, provides expert guidance on a wide range of insurance solutions to safeguard your financial well-being. Jeff Bergman has access to all life insurances companies on the Canadian market which provide custom solutions to his clients.
COMPREHENSIVE, TAILORED & TRUSTED SERVICES
Jeff Bergman, your trusted financial security advisor in Montreal, provides expert guidance on a wide range of insurance solutions to safeguard your financial well-being. Jeff Bergman has access to all lofe insurances companies on the Canadian market.
Jeff Bergman’s Living Benefits Insurance services are designed to provide financial security and peace of mind when life takes unexpected turns. As a Montreal-based financial advisor, Jeff specializes in offering tailored solutions that focus on protecting your income, health, and financial stability in the face of critical illness, disability. His comprehensive approach ensures that clients have access to the resources they need during challenging times, allowing them to focus on recovery without the added stress of financial strain. With a commitment to personalized service, Jeff Bergman helps individuals and families safeguard their future with living benefits insurance plans that suit their unique needs.
Jeff specializes in maximizing the benefits of essential financial tools like Registered Retirement Savings Plans (RRSPs), which help you grow your retirement nest egg with tax-deferred contributions, and Registered Retirement Income Funds (RRIFs), designed to provide a steady income stream during retirement while managing taxes efficiently. Jeff also offers Tax-Free Savings Account (TFSA) saving for any goal with tax-free growth and Registered Education Savings Plan (RESP) to help save for a child's post-secondary education.