About us
We’re dedicated to your success. Browse through our bios to learn more about us. We can’t wait to get to know you.
Bruce Inglis Financial Services Inc
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Phone: (902) 354-5075
Email: bruce.inglis@sunlife.com
Address: 19 Market Street, PO Box 2151, Liverpool, NS, B0T 1K0 Canada
Bruce Inglis
Bruce joined Sun Life in 1998, and has built a holistic practice based around wealth planning with a supportive team. Bruce is active in his community, as Past President of the Kiwanis Club of Liverpool and the Vice Chair of the Queens Transit Society. Bruce and his wife Melanie are parents to two grown children and two Soft Coated Wheaten Terriers. Bruce enjoys time on the golf course and swimming.
Job Title: Advisor, B.A.
Phone: (902)354-5075
Email: bruce.inglis@sunlife.com
Address: Liverpool, Bedford and Chester
Loretta Andrews
Loretta joined Sun Life as an administrative assistant in 1985. Loretta prides herself in helping manage relationships with our clientele. As the voice on the phone, she is our first point of contact and a valued member of our team. Loretta and her husband Ken are parents to two grown children and proud grandparents to two girls. Loretta loves spending time in the pool and with her pets.
Isabella Robbins
Isabella joined our team in 2024 after spending five years with a Sun Life team in Newfoundland. A graduate of Memorial University in St. Johns, Isabella enjoys working with our clients to provide industry leading service. Isabella is parent to her Bengal Cat Slinky, and enjoys bicycling and art in her spare time.
Lisa Calleja
Lisa provides comprehensive financial planning advice to clients of Bruce Inglis Financial Services Inc. Lisa’s holistic planning advice considers all the different stages of a client’s life to recommend tailored solutions.
Lisa brings 20 years of experience as a fee -only financial planner, working with clients & their advisors to implement the recommended solutions to support client goals. Prior to joining EFPS, her most recent role was creating comprehensive financial plans for clients who have multiple real estate investment properties, owned both personally and corporately.
Job Title: Financial Planner Estate & Financial Planning Services, Central/Atlantic Region, CFP®, CLU®
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
