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®

About Bruce

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

CEBA extended to October 31st. Expanded to include more businesses.

On August 31st, Deputy Prime Minister and Minister of Finance Chrystia Freeland announced the extension of the Canada Emergency Business Account (CEBA) to October 31st, 2020. This will give small businesses 2 additional months to apply for the $40,000 loan.

In addition, the Federal Government said it was working with financial institutions to make the CEBA program available to those with qualifying payroll or non-deferrable expenses that have so far been unable to apply due to not operating from a business banking account.

CERB transitions to NEW Recovery Benefits and EI

On August 20th, the Federal Government announced the extension of the Canada Emergency Response Benefit (CERB) by one month and the transition to the Canada Recovery Benefit, Canada Recovery Sickness Benefit, Canada Recovery Caregiving Benefit and a simplified EI.

Details of the EXPANDED Canada Emergency Wage Subsidy

On August 11th, the Government of Canada updated the calculator and Canada.ca with the changes to the Canada Emergency Wage Subsidy (CEWS).

If you’re a business owner who has suffered losses as a result of COVID-19 and did NOT qualify previously for CEWS, you may now qualify.