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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

Accepting Applications starting April 6th – Canada Emergency Response Benefit (CERB)

April 5, 2020Bullock Wealth

The sheer volume of applications for the Canada Emergency Response Benefit (CERB) will likely overwhelm the system. If you or someone you know need to apply for this benefit, we suggest you prepare TODAY before the applications begin:

Double check your myCRA account username and password

Setup Direct Deposit with CRA

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Do I Qualify for the Canada Emergency Response Benefit & EI?

March 30, 2020Bullock Wealth

To help Canadians through this difficult time, the Federal Government created the Canada Emergency Response Benefit (CERB) and made changes to the Employment Insurance Program (EI). For those whose employment has affected by the Coronavirus, we have created a chart to help you figure out which program you qualify for and provide links to apply for each program.

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Help for Small/Medium Businesses & Entrepreneurs – 75% wage subsidy, $40,000 interest-free loan & more

March 27, 2020Bullock Wealth

March 27, 2019 – Prime Minister Justin Trudeau announced programs and measures focused on helping Small & Medium Sized Businesses and Entrepreneurs cope with the economic consequences caused by the COVID-19 pandemic.

“With these new measures, our hope is that employers being pushed to laying off people due to COVID-19 will think again,” Trudeau said. “And for those of you who have already had to lay off workers, we hope you will re-hire them.”

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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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