Bruce Bullock's Contact Details

Bruce Bullock's Company Details

Bullock Wealth Management, Worldsource Financial Management Inc.

Caledon, ON, CA • Not Available Employees
Financial Services

People do not plan to fail, however they often fail to plan.As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs. http://bullockwealth.com/Bruce Bullock has been advising business owners and high net worth families since 1999. He has a passion for working with successful individuals to grow their wealth, manage risk and ensure the most fluid and tax efficient estate transfer possible. With a proven process, Bruce helps clients to create a plan to safeguard their wealth. He also provides his clients with peace of mind – now and throughout their retirement years. Contact Bruce to find out more: BRUCE@BULLOCKWEALTH.COMAttending University in Ottawa, Bruce studied Economics and Psychology at the undergraduate and graduate level. Given the emotional connection that Canadians have with their financial lives, Bruce's background makes him uniquely suited to his role as a trusted Wealth Advisor. Bruce holds the professional designation of Certified Financial Planner. He lives in the Caledon area with his wife Cindy and their son Jesse. While he spends some of his down time golfing and playing hockey, he has also represented Canada at several international rifle shooting competitions since 1986, bringing home several Gold and Silver medals.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.Disclaimer/Disclosure:The information provided on this site is solely for general and educational purposes and is based on the perspectives and opinions of the owners and writers. It is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Please consult an appropriate professional regarding your particular circumstances. This site may also contain links to other sites which are not maintained or controlled by us. Access to or use of sites to which links are provided are subject to the terms and conditions of such sites. References to third party goods or services should not be regarded as an endorsement of those goods or services. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.