Bequest Insurance

02/26/2026

The RRSP contribution deadline this year is March 2, 2026. The maximum contribution you are allowed for the 2025 tax year can be found in the notice of assessment you would have received after filing your taxes in 2024. Below is a quick link to open a new online self directed account through modernadvisor.ca , a highly recommended online investment platform for investors who have long term stability in mind. As always, please feel free to reach out anytime. https://app.modernadvisor.ca/adv/jbergmans-a

12/16/2025

Season's Greetings! Wishing you and your family a joyful holiday and a prosperous New Year.

03/05/2025

"History may not repeat itself but it often rhymes." Mark Twain From a historical perspective, the last time the U.S. unilaterally enacted tariffs on incoming goods was the Smoot-Hawley Tariff Act that was signed into law by Herbert Hoover in 1930. Of course these events occurred well before my time but being a bit of an investment historian, knowing what happened in the past can be instructive in today's environment....

“History may not repeat itself but it often rhymes.” Mark Twain From a historical perspective, the last time the U.S. unilaterally enacted tariffs on incoming goods was the Smoot-H…

02/21/2025

Just a quick reminder : The deadline to contribute to an RRSP for the 2024 tax year is March 3 2025. Contributions made by March 3rd can be applied to your 2024 tax return.

12/12/2024

Happy Holidays And All The Best In 2025!

09/25/2024

One year $5mill travel insurance sample quote: 59yr old male - Single $150 - Family $262.50.

09/25/2024

Travelling? You need Travel Health Insurance! Some common errors to avoid are: 1. Waiting until you leave Canada before applying. 2. Not checking travel advisories. 3. Not contacting the assistance centre before starting a claim. 4. Not paying attention to end dates for top-ups and extensions.

03/07/2024

Investment strategies are typically built by focussing on the financial outcomes that an individual wants. This article is an interesting peak through the lens of taxation on investments which points to an investment asset shift which in turn will generate substantially better outcomes all around.

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility.

01/18/2024

In the ever-evolving landscape of investment options, Segregated Funds, often referred to as "Seg Funds," have emerged as an appealing choice for investors seeking to balance growth potential and capital protection. These specialized investment products combine the features of mutual funds with the benefits of insurance, offering a range of advantages that make them stand out in the market. Principal Protection:...

In the ever-evolving landscape of investment options, Segregated Funds, often referred to as “Seg Funds,” have emerged as an appealing choice for investors seeking to balance growth pot…

12/19/2023

Wishing you and your family a safe and happy holiday season!