Dave Bergin Email & Phone Number

Cayuga, Ontario, Canada

As the Operations Manager at Battlefield International I monitor our daily operations and look for ways to increase productivity and lower costs while focussing on motivating and empowering the AMAZING group of people that make up TEAM BATTLEFIELD.

Cayuga, Ontario, Canada

Dunnville, Ontario, Canada

Kelowna British Columbia

Dunnville, Ont

I help my clients identify their financial security needs and goals, and establish a personal financial security plan to reach their goals.As a financial security advisor I help make sure you make the right decisions about insurance and investment products to address specific immediate and long term needs by helping you build a financial security plan. My process includes:• Gaining a better understanding of how you envision your future• Understanding your… Show more I help my clients identify their financial security needs and goals, and establish a personal financial security plan to reach their goals.As a financial security advisor I help make sure you make the right decisions about insurance and investment products to address specific immediate and long term needs by helping you build a financial security plan. My process includes:• Gaining a better understanding of how you envision your future• Understanding your current situation, goals and dreams• Identifying any roadblocks to achieving your goals• Working with you to help you achieve your financial security goals at all stages of lifeThe key is to balance your day-to-day activities with a longer-term financial plan that works toward your future goals and dreams. It's never too late or too early to start your plan Show less

Kelowna British Columbia

I worked as a financial advisor with Freedom 55 Financial. I helped clients identify their financial security needs and goals, and establish a personal financial security plan to reach their goals.As a financial security advisor I help make sure you make the right decisions about insurance and investment products to address immediate and specific needs by helping you build a long-term financial security plan. My process includes:• Gaining a better understanding of… Show more I worked as a financial advisor with Freedom 55 Financial. I helped clients identify their financial security needs and goals, and establish a personal financial security plan to reach their goals.As a financial security advisor I help make sure you make the right decisions about insurance and investment products to address immediate and specific needs by helping you build a long-term financial security plan. My process includes:• Gaining a better understanding of how you envision your future• Understanding your current situation, goals and dreams• Identifying any roadblocks to achieving your goals• Working with you to help you achieve your financial security goals at all stages of life. Show less

Kelowna, Bc, Canada

Bergin Janitorial was a commercial cleaning company with several employees. We specialized in the daily cleaning needs of restaurants, pubs, retail spaces, and doctors’ offices. During the time I owned this business I did not have a benefits plan set up for the company and I became interested in how the options in a benefits plan would change the dynamics of my business. This forced me to pursue the topic of group and personal insurance to educate myself on these matters. It was during… Show more Bergin Janitorial was a commercial cleaning company with several employees. We specialized in the daily cleaning needs of restaurants, pubs, retail spaces, and doctors’ offices. During the time I owned this business I did not have a benefits plan set up for the company and I became interested in how the options in a benefits plan would change the dynamics of my business. This forced me to pursue the topic of group and personal insurance to educate myself on these matters. It was during this pursuit that I realized the importance of being informed and investing in proper planning for financial success in my personal and business life! And so I began my new passion and career in financial planning. Show less