Bruce Inglis Financial Services Inc

Diversified portfolio, not diversified advice

Optimize your portfolio by bringing your assets from various financial institutions together to one place.

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

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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How to create a budget

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor

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Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.

Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.

Want to build a stronger foundation for your future. Reach out today.

#SmallBusinessWeek #SmallBusiness

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/bruce-inglis-financial-services/

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Office information

Liverpool, NS

Phone:

(902) 354-5075

Email:

bruce.inglis@sunlife.com

Address:

19 Market Street, PO Box 2151, Liverpool, NS, B0T 1K0 Canada

Bedford, NS

Phone:

(902) 354-5075

Address:

Westway IV, 90 Western Parkway , Suite 610, Bedford, NS, B4B 2J3 Canada

Chester, NS

Phone:

(902) 354-5075

Address:

4171 Highway #3, Chester, NS, B0J 1J0 Canada

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