Bruce Deck, CFP, CLU, CIM, R.F.P.
Managing Director, Advanced Tax and Estate Planning
Bruce Deck is the Managing Director of Advanced Tax and Estate Planning at Infinity Financial Solutions Inc. For over three decades, he has been providing comprehensive advanced financial management services to affluent Canadians, typically in conjunction with their other trusted advisors.
Early in his career, Bruce obtained both the Chartered Financial Planner (CFP) and Registered Financial Planner (R.F.P.) designations and began helping clients with their advanced tax planning. As time passed, Bruce picked up more designations to help his clients with their stewardship. He is a member of FP Canada and the Institute of Advanced Financial Planners (IAFP).
Bruce began his career at an independent investment firm and later was asked to join a Canadian bank firm, where he spent years assisting clients with managing their portfolios as part of their Wealth Management strategy. He then left to become Branch Manager at an international brokerage firm.
Along the way Bruce obtained his Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations to be able to better serve his clients. Over the past decade however, Bruce has focused on advanced financial planning strategies and now refers clients to Portfolio Management firms for their investment management needs.
Bruce’s depth of experience enables him to advise clients, and for them to benefit from, an integrated personal and business tax, income, succession, and estate plan that is done in collaboration with their accountants, lawyers, and specialized tax experts.
Outside of work, Bruce and his wife, Tracy, enjoy an active life and have two grown children. In his free time, he is engaged in sports and volunteers with various organizations.
What Bruce’s Clients Say About Him:
“We have been with Bruce and his team for over twenty-five years… Their professionalism, integrity, and ability to generate outstanding results have been constant and steadying… We do not worry about our money and have not for years, as it is being stewarded by an honest and professional team who have provided impressive results.” SEE MORE
- Lawrence and Theresa
“When our previous advisor retired in 2000, he recommended and introduced us to Bruce… our relationship with Bruce has involved more advanced corporate tax, retirement and estate planning…. working closely with our accountant at MNP regarding the tax planning advice and tax optimizations strategies he has recommended. We value and trust our relationship with Bruce completely.” SEE MORE
-Dr. P Asquith
“We've been with Bruce for close to 30 years… because we always knew Bruce had our best interests at heart. Our money has been managed very well by Infinity's referral partners when it counts… and have provided an excellent return… overall…”* SEE MORE
- Gary and Susan
*Past performance is not indicative of future results.
Selection Of Strategies Bruce Deck Utilizes:
How to move money from a corporation to an owner or employee tax free.*
How to withdraw money from your company tax free.*
*These videos are intended for residents of Canada and was made to be in accordance with the regulations of the relevant regulatory authorities, including the Insurance Council of BC, FP Canada, and the Institute of Advanced Financial Planners.
The information provided in these videos are for general informational purposes only and does not constitute financial, investment, tax, or legal advice. Any reliance on the information provided is at your own risk. All planning strategies involve risks, including the potential loss of principal. Past performance and tax treatment of various strategies is not indicative of future results, as tax laws and rulings can change.
We strongly recommend consulting with a qualified financial planner, insurance advisor, accountant, or tax lawyer before making any financial decisions or implementing any strategies discussed in this video. A professional advisor can assess your unique financial situation and provide personalized advice based on your goals, risk tolerance, cash flow, and other aspects of your situation.
Specific financial products or services are mentioned in these videos. Prospective clients should review the relevant offering and contract documents, and disclosure statements for any products discussed to fully understand their features, risks, and costs before implementation.