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.
Who we service
Learn more
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.
Stay informed
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Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/bruce-inglis-financial-services/
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/bruce-inglis-financial-services/
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/bruce-inglis-financial-services/
Office information
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.