Bergen Wealth Management of RBC Dominion Securities
It all starts with you.
You have dreams. We have the expertise to help you make them a reality.
At Bergen Wealth Management, we have a comprehensive approach to helping you achieve your goals in life. We give you the confidence to make sound financial decisions, freedom to live life the way you want and a clear roadmap for your financial future.
As a client, you benefit from the personalized attention of the Bergen Wealth Management team, who take the time to understand your unique situation and tailor the investment and wealth management services you need.
Professionals at your service
Based in Calgary and managing over $100 million in assets, Bergen Wealth Management gives you the confidence to make sound financial decisions and the freedom to live life the way you want with a clear roadmap for your financial future.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
An approach designed around you. We follow a five-step wealth management approach:
We introduce the wealth management services we provide, not just during the first meeting, but on an ongoing basis as needs evolve and new services become available.
We gain a deeper understanding of individual needs, goals and circumstances to help clarify financial objectives.
We analyze financial and personal information to match objectives with well-thought-out and time-tested strategies.
We develop thoughtful and creative solutions tailored to specific objectives.
We conduct regular reviews to ensure financial objectives are being met.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.