Bruce Inglis Financial Services Inc

The Bruce Inglis Financial Services Inc. Value Proposition

Our values are simple but foundational to the way we conduct our business. Our team feels that everyone has a right to comprehensive guidance around their financial goals and we are passionate about helping you reach them. Our practice involves understanding each Client on a personal level, and remaining unbiased about what products are solutions are suitable until everyone is comfortable and that we have a good grasp of what makes you tick. We leverage our relationships to ensure that we are getting you the most accurate information available to help you establish your roadmap and meet its objectives. We have access to a very wide range of products that enable us to work effectively on your behalf. Helping you seek the best returns for your investments relative to your risk profile is a driving force in our business. Our goal isn't to sell you a product today, it is to become a partner in your journey.

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Business owners general

Helping business owners take control of their finances one step at a time.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Stay informed

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Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk! https://advisor.sunlife.ca/bruce-inglis-financial-services/
Discipline matters when markets are uncertain

Discipline matters when markets are uncertain

Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.invesco.com/ca/en/insights/discipline-matters-when-markets-uncertain.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation
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Office information

Liverpool, NS

Phone:

(902) 354-5075

Email:

bruce.inglis@sunlife.com

Address:

Bedford, NS

Phone:

(902) 354-5075

Address:

Chester, NS

Phone:

(902) 354-5075

Address:

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.