Adam Bergen

2000 followers

Winnipeg, Manitoba, Canada

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Timeline
About me
Helping Canadian Professionals Build a Strong Foundation for Tax-Efficient Wealth | Associate Wealth Advisor @ RBC Dominion Securities | Wealth Management
Education
- Canadian Mennonite University
  2012 - 2016
  Bachelor of Arts (B.A.) Business & Organizational Administration
Experience
- True North Sports & Entertainment
  May 2013 - Aug 2017
  - Finance Technician & Registrar
    Jan 2017 - Aug 2017
  - Finance Assistant/Registrar
    May 2013 - Dec 2016
- Canadian Mennonite University
  Jun 2016 - Feb 2018
  Assistant Coach - Men's Basketball
- RBC Dominion Securities
  Sept 2017 - now
  •Develop and implement a wealth management strategy for clients.•Prepare financial plans for existing and new clients •Identify opportunities to protect and enhance client's wealth through various investment tools•Provide investment and administrative support to the Investment Advisor•Preparing internal and client-facing reports•Maintaining, servicing & building existing client relationship
  - Associate Wealth Advisor
    Nov 2021 - now
  - Associate Advisor
    May 2019 - Nov 2021
  - Associate
    Sept 2017 - May 2019
Licenses & Certifications
- Wealth Management Essentials
  Canadian Securities Institute (CSI)
- Canadian Securities Course
  Canadian Securities Institute (CSI)
- Conduct & Practices Handbook
  Canadian Securities Institute (CSI)
- Registered Representative
  IIROC (Investment Industry Regulatory Organization of Canada)