Get to know us
Who We Are
Robert Bergeron
Financial Security Advisor
I have been a trusted financial guide for families and business owners since 1996, when I began my career alongside my father, Roland “Rolly” Bergeron, a respected insurance professional.
Recognizing that today’s clients demand more than traditional advice, I bring clarity and confidence to every financial journey, empowering people to make informed decisions as they plan for the future and navigate life’s financial milestones.
With over two decades of expertise in life insurance, investment management, and retirement income planning, I now focus on helping clients shift from building wealth to enjoying it. I go beyond simply making retirement savings last— I guide clients in truly seeing and understanding their financial perspectives, and how their hard-earned money can be enjoyed, allowing for a financially secure lifestyle and retirement, while maximizing their net worth.
What truly sets me apart is my commitment to listening, simplifying complex financial concepts, and designing personalized strategies that reflect each client’s unique needs and aspirations.
You can count on me to turn financial uncertainty into lasting security and peace of mind.
705-562-7051
Lianne Bergeron
Financial Security Advisor
As a licensed Financial Security Advisor since 2017, I’ve helped hundreds of individuals, families, and small business owners protect what matters most to them.
My role is to bring clarity and confidence to my clients’ financial lives by helping them see the full picture—today and for the years ahead.
I take the time to ask thoughtful questions, listen carefully, and learn what truly matters to each client and why. Together we explore contingencies to mitigate the potential financial impact of unexpected events—such as an accident, illness, or loss. I provide tailored protection strategies that support both personal and business needs.
For business owners, I also specialize in financial protection solutions such as key person insurance, business overhead expense coverage, and buy-sell funding, as well as group benefit plans that help attract and retain employees.
What sets my practice apart is the ongoing care I provide. I stay in touch with clients over the years to review their plans and ensure they continue to align with their evolving goals—so they can move forward with confidence knowing their family, business, and future are well protected.
705-626-5909
