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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®

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

Small Businesses! Applications for Canada Emergency Commercial Rent Assistance starts May 25th

The Application portal for the Canada Emergency Commercial Rent Assistance (CECRA) opens at 8:00am EST on May 25th

Expanded eligibility for CEBA $40,000 interest-free loan

The Prime Minister outlined the expanded eligibility for the Canada Emergency Business Account and highlighted companies such as hair salon owners, independent gym owners with contracted trainers and local physio businesses will now be eligible.

“If you are the sole owner-operator of a business, if your business relies on contractors, or if you have a family-owned business and you pay employees through dividends, you will now qualify.” – PM Justin Trudeau

Apply starting Friday for Canada Emergency Student Benefit! Help on the way for seniors.

The Canada Emergency Student Benefit (CESB) provides financial support to post-secondary students, and recent post-secondary and high school graduates who are unable to find work due to COVID-19.