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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

Canada Emergency Wage Subsidy expanded to include more businesses!

July 17, 2020Bullock Wealth

On July 17th, Finance Minister Bill Morneau announced proposed changes to the Canada Emergency Wage Subsidy (CEWS) that will expand the number of businesses that qualify for the program.

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Canada Emergency Wage Subsidy extended into December!

July 13, 2020Bullock Wealth

On July 13th, Prime Minister Justin Trudeau announced the extension of the Canada Emergency Wage Subsidy (CEWS) until December.

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CERB Extended | Business Owners who did not qualify previously – expanded CEBA starts June 19th

June 17, 2020Bullock Wealth

Great news for Canadians out of work and looking for work. The CERB will be extended another 8 weeks for a total of up to 24 weeks.

The expanded CEBA will begin June 19th.

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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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