Bruce Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
- Business Owners/Self-Employed
Bruce Specializes in the Following Services:
- Budgeting and Cash Flow Planning
- Business Cash Flow Planning
- Retirement & Pension Planning
- Planning through transitions (divorce, loss of spouse/partner, career change)
“Losing weight is simple: eat less and exercise more! Managing household finances is equally simple: ‘work hard and watch your spending.’ R-i-g-h-t! We all know that there’s more to it. The missing ingredient in both cases is a practical, individually tailored action plan.”
Bruce always puts his clients first. He truly listens to his clients to uncover what’s really important to them—creating a sense of trust and ease that leads to financial confidence and success.
Bruce worked in traditional financial services and financial planning for over 25 years. During this time—despite the increasing profile of financial planning and regardless of the compensation model—Bruce’s remuneration was always ultimately determined by product sales. He became increasingly frustrated by this product focus, because he knew it was detracting from the financial planning process. Financial planning is about individualizing plans for client-driven decisions, which leads to the right products being recommended for the right reasons. Real solutions don’t come from financial planners being pressured to sell clients the product “flavour of the month.”
These beliefs and experiences led Bruce to discover the concept of fee-for-service financial planning—something that has become very popular in other parts of Canada, but is not yet well known in Saskatchewan. After carefully considering his options for delivering fee-for-service financial planning to Regina and area, Bruce concluded that Money Coaches Canada offered numerous benefits to both himself and his clients, and made the decision to become an associate.
I used to avoid looking at my account balances online because it was depressing
Before I started working with Bruce, I was living paycheque to paycheque and I didn’t know where all of my money was going. I didn’t really think that Bruce would be able to change anything.
Now I feel in control of my money and I actually enjoy banking online and seeing my savings build-up. In the first two months, I reached three of my short-term goals! It’s awesome! I can’t really explain why, but their system just works!
– Peter N., Regina SK