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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Cameron Bergen, PFP
Thierry Vallée, CFA®
Portfolio Manager

Team values

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Building Relationships That Last

We believe the strongest financial plans begin with strong relationships. By taking the time to understand each client's goals, priorities, and concerns, we provide personalized guidance tailored to their unique circumstances. At Bergen Group, we are committed to building lasting relationships founded on trust, open communication, and genuine care. As our clients' lives evolve, we continue to provide the support and guidance they need to navigate every stage of their financial journey with confidence.

Providing Thoughtful Guidance

Every financial decision deserves careful consideration. We take a thorough and analytical approach to financial planning, helping clients understand their options and make informed decisions with confidence. Rather than offering one-size-fits-all solutions, we develop personalized strategies that reflect each client's goals, values, and evolving needs. Our focus is on providing practical guidance that supports long-term financial success while adapting to life's changing circumstances.

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 Empowering Through Education

At Bergen Group, we believe informed clients make confident decisions. We take the time to explain complex financial concepts in a clear and approachable way, ensuring our clients feel comfortable and informed throughout the planning process. By combining education with personalized guidance, we empower individuals and families to make thoughtful financial decisions and build confidence in their long-term financial future.

Supporting our community

United way winnipeg

Community involvement is an important part of our values. Through our participation in events with United Way Winnipeg, we are proud to stand alongside an organization dedicated to improving lives and strengthening communities. We believe that even small contributions can help create meaningful and lasting change.

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We believe every child deserves the opportunity to reach their full potential. By participating in events hosted by the Children's Rehabilitation Foundation, we are proud to support an organization that helps children and families access the care, resources, and opportunities they need. Their mission reflects our commitment to creating positive outcomes for future generations.

 

winnipeg human society

Making time to support causes that matter extends beyond the workplace. Through volunteer days and community events with the Winnipeg Humane Society, we are proud to support an organization dedicated to the care and well-being of animals in our community. We value the opportunity to contribute to initiatives that promote compassion and responsible care.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.