As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Bruce Bullock has been advising business owners and high net worth families since 1999. He has a passion for working with successful individuals to grow their wealth, manage risk and ensure the most fluid and tax efficient estate transfer possible.
Bruce believes that people do not plan to fail, however, they often fail to plan. With a proven process, Bruce helps clients to create a plan to safeguard their wealth. He also provides his clients with peace of mind – now and throughout their retirement years.
Attending University in Ottawa, Bruce studied Economics and Psychology at the undergraduate and graduate level. Given the emotional connection that Canadians have with their financial lives, Bruce’s background makes him uniquely suited to his role as a trusted Wealth Advisor.
Bruce holds the professional designation of Certified Financial Planner.
He lives in the Caledon area with his wife Cindy and their son Jesse. While he spends some of his down time golfing and playing hockey, he has also represented Canada at several international rifle shooting competitions since 1986, bringing home several Gold and Silver medals.