Jeff Bergen has been providing investment, wealth management and financial planning strategies to his clients since entering the investment industry in 1993. Jeff brings 30 years of experience of which 28 have been at RBC. Jeff obtained his Bachelor of Commerce degree, majoring in Finance from the University of Saskatchewan. Jeff has also completed the Personal Financial Planner (PFP) Program and the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council. His most rigorous accomplishment was achieving the Chartered Financial Analyst (CFA) designation. With CFA charterholders in more than 120 countries and the increasing demand world-wide for the CFA program, the CFA charter has become the global professional investment credential.
