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Your financial situation is truly unique to you and you deserve financial advice that not only reflects your personal financial position but supports you to make the best of every opportunity on the market to achieve your goals and provide you with you a secure and fruitful financial future.

Our overriding aim is to tailor and implement your financial strategy to ensure that it offers you financial success based on your own needs, preferences and risk tolerance and provides you with absolute peace of mind about your future.

Bruce Bullock, CFP®

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Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Families

We provide strategies to help families to accumulate and protect your wealth.

Latest News

Extended COVID-19 Federal Emergency Benefits

February 22, 2021Bullock Wealth

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to:

– Canada Recovery Benefit
– Canada Recovery Caregiving Benefit
– Canada Recovery Sickness Benefit
– Employment Insurance

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Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

February 12, 2021Bullock Wealth

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

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Government of Canada to allow up to $400 for home office expenses

December 29, 2020Bullock Wealth

For the 2020 tax year, the Government of Canada introduced a temporary flat rate method to allow Canadians working from home this year due to Covid-19 to claim expenses of up to $400.

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Bullock Wealth Management Inc.

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