Celebrating 25 Years of Experience

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2018 marks a big milestone for me. I am proud to say that I am celebrating 25 years as a financial advisor. I would like to take some time to celebrate my journey and one way to commemorate is to share 25 financial tips with you throughout the year. Each month I will share a few tips. Please share with your family and friends. Bruce


Tip 1

It's the beginning of a new year and we encourage a review of your investments. Regular reviews of your investments, estate plans, and retirement goals, along with expert coaching from an experienced advisor, can help keep you in top financial shape.

Tip 2

RRSPs are a key investment tool in your financial plan. Please read 10 Ways to Grow Your RRSP for some important strategies.

Tip 3

The stage of life you are in now affects your financial planning strategies. Starting out, building for the future or planning for change? This infographic provides a good roadmap. Planning Your Financial Future.

Tip 4

Estate planning is an essential part of your financial plan, as much as retirement is. If you don’t know how to get started read our eBook. Expert Estate Planning: Leaving a Lasting Legacy.


Call or email us to schedule a review today. We are your Financial Partner.