Solid advice for managing your money to reach your goals

Let the experienced financial advisors of Bequest Insurance help you meet your goals, and gain real peace of mind.

About Bequest Insurance

Live Well and Leave a Legacy

You've worked hard for your money. You want to make sure you have enough to live comfortably, and fulfill your lifelong dreams.

Your recommendations are personalized based on the details of your finances and what is most important to you. Together we can make the best decisions based on a sound strategy to let you make the most of your money.

Jack brings over 25 years of financial management experience and hard-earned wisdom to help you secure your future. As an independent broker, we can find the best investment and insurance products, that fit your specific needs and goals.

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About Jack Bergmans

Certified Financial Planner

Jack Bergmans has over 25 years’ experience as a financial advisor. He has worked with Nesbitt Burns, Altamira Financial Services, and Manulife Financial.

Now independent, Jack helps you find the best financial products at the best prices. He is both a Certified Financial Planner and a government regulated licensed insurance specialist

Jack listens closely to understand your financial goals. Whether you're planning for retirement or looking to secure your savings, Jack offers practical advice to ensure a comfortable future.

Interested in charitable giving? Jack can incorporate your charitable goals into your financial plans, using insurance products that maximize your contributions. Together with Marlena McCarthy, Jack co-authored "Ripple Effect" and "Multiplying Generosity" on this topic.

For insights, check out Jack's Financial and Estate Planning Blog.

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