Jason Bergen Email

Certified Financial Planner @ NextLevel Financial Ltd

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Jason Bergen's Location

Chilliwack, BC, CA

Jason Bergen's Work

Certified Financial Planner @ NextLevel Financial Ltd
Owner and Financial Planner @ NextLevel Financial Ltd
Mortgage Planner @ Dominion Lending Centres Inc

CFP, Owner @ J Bergen Financial Services
Advisor @ Cash Flow Investment Partners, LLC
Member Services and Mutual fund advisor @ Salmon Arm Savings and Credit Union
Member Services @ Envision Financial, a division of First West Credit Union

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Jason Bergen's Education

Sauder School of Business
(Mortgage Broker Course)
2010 - 2012
IFSE
(Exempt Market Product Course)
2011 - 2011
Financial Planning Standards
CFP (Financial Planning and Services)
2003 - 2005

Insurance Council of BC
(Individual Life Insurance)
Institute of Canadian Bankers
(Investments and Securities)
UCFV
1991 - 1992
Sardis secondary
1990 - 1991

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Jason Bergen's Skills

Retirement Planning
Strategic Financial Planning
Critical Illness

Mortgage Lending
Wealth
Investments
Debt Consolidation
Financial Advisory
Retirement
Mutual Funds

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Jason Bergen's Summary

Jason Bergen, based in Chilliwack, BC, CA, is currently a Certified Financial Planner at NextLevel Financial Ltd, bringing experience from previous roles at NextLevel Financial Ltd, Dominion Lending Centers, J Bergen Financial Services and SunLife. Jason Bergen holds a 2010 - 2012 Sauder School of Business. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Critical Illness, Mortgage Lending, Wealth and more, Jason Bergen contributes valuable insights to the industry. Jason Bergen has 2 emails on RocketReach.