Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Inglis Kassouf Financial Solutions Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Job Title: It all starts with great advice!

Languages spoken: English

Phone: (902) 354-5075

Email: inglis.kassouf.financial@sunlife.com

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

Bruce Inglis

As an Advisor with over 25 years of experience in this role, it gives me great satisfaction when I see a Client’s plan help them achieve financial security. Throughout my career, I have helped many people navigate finances, including paying out many million dollars of life insurance benefits that have allowed Clients to maintain dignity. I consider Clients to be my friends and am proud to help them. My main focus is helping Clients with innovative retirement strategies to give clarity on their retirement.

Outside of the office, I like to get involved in my community. I am President of the Liverpool Privateers Junior Hockey Team and former President of the Kiwanis Club of Liverpool. I volunteer with the local community Music Festival annually. 

My family means a lot to me. My wife and I live in Liverpool and have two adult children. I enjoy spending time with my dogs and love to swim, travel, hike and golf. 

Job Title: Advisor, Sun Life, B.A.

Phone: (902) 354-5075

Email: bruce.inglis@sunlife.com

Fax: (902) 354-3146

Jason Kassouf

With over 20 years of experience in the financial services industry, I like helping Clients feel confident in their personal and business financial matters. As a Financial Planner, I believe that addressing financial matters can help to eliminate financial anxiety. I’m proud to hold the Chartered Life Underwriter® and the Trust and Estate Practitioner designations.

I work with Clients to find taxation and insurance strategies that help them accumulate wealth and cover risks.

A resident of Bedford, I’m active in the community. I am the Vice President of the Lebanese Chamber of Commerce in Nova Scotia. I’m also a passionate volunteer with NS Combat Sports Authority.

Job Title: Financial Planner, Sun Life, BBA, CLU®, TEP

Phone: (844) 354-5075

Email: jason.kassouf@sunlife.com

Loretta Andrews

Since 1984, I have been working in this position helping Clients reach their goals. It makes me happy to help people and over the years many Clients have become friends.

In my role, I am often the first point of contact when people connect with our office. I speak with Clients and determine their needs so I can direct them to either Jason or Bruce. I do all the service work and book 99% of the Client appointments. My goal is to ensure we make Clients happy and meet their needs.

When I’m not working, I like to walk my dogs on the beach, spend time with family, and read.

Job Title: Associate Advisor, Sun Life

Email: loretta.andrews@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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