About Jack Bergmans
Jack Bergmans is a Certified Financial Planner ®/CFP®and founding partner of Bequest Insurance. With 21 years of experience Jack helps you set up and keep your financial and estate plans current. Jack provides important value-added services and strategies that include: Savings and guaranteed retirement income strategies, investment safety, financial risk mitigation, tax reduction, leaving more to heirs and leaving more to the causes you care about.
Whether you’re in your savings years or spending years, Bequest Insurance provides investment and income solutions that are specifically tailored to your personal circumstances.
Jack is also a best selling author of two books: Ripple Effect, Canada’s first guide intended for Financial Advisors on integrating life insurance and other insurance products into philanthropic planning and Multiplying Generosity, a comprehensive guide on understanding and managing gifts of insurance for Fund Raisers.