Toll Free: 1-888-361-1400

E: bdeck@infinityfs.ca

W: www.infinityfs.ca

L: linkedin.com/in/brucedeck

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:

“I have been working with…both for my personal finances and for my clients. I’m a Chartered Professional Accountant who helps … business owners with their corporate and personal accounting, taxation, operations, and overall estate planning.

It is of the utmost importance to me that my clients work with professionals whose knowledge and experience extend beyond their specific product or service, allowing them to collaborate effectively with other key advisors to develop the best integrated solutions… I am better off working with him — and so are my clients.” SEE MORE

- Darren B., CPA & Partner KWB LLP

“…Bruce's professionalism and meticulous approach to Advanced Financial Planning and client engagement makes him an excellent partner… His experience and expertise allow him to provide creative solutions for a variety of … situations.  The way he presents planning concepts … is masterful in making the complex simple and adds significant value … with the strategies he recommends. He is often able to identify and resolve issues clients weren’t even aware of, despite having a CPA or other professional advisors…” SEE MORE

- Jarrod M., CFP

“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

“As business owners, we had plans and put things in place…Then we connected with Bruce and his team, and what a difference it has made for us! Our business, our family’s finances, and our legacy have substantially improved… We can’t say enough about their advanced tax and wealth expertise, especially when it comes to intergenerational planning amongst a large family with all of its dynamics, personalities and nuances. Although we have a great Tax CPA, who does our filings, Bruce adds a vast wealth of experience, wisdom and solutions, which have been applied to multiple situations over the years with all the complexities applicable to our businesses and family member situations. Bruce's team is "next level advanced planning" and is a trustworthy solid resource to have on our family’s side.” SEE MORE

- RSK, Business Owners

“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, Retired Business Owners

*Past performance is not indicative of future results.

Bruce and the Infinity team have been instrumental in optimizing and enhancing our business and retirement planning... We will save hundreds of thousands in taxes because of their advanced planning strategies. Now that we’re finally ready to transition our business to the next generation, Bruce and his team have helped us to come up with a strategy that address all family members, whether they’re working in the business or not and to create harmony instead of discord, which was our main goal. Our finances and those of our children are secure because of Infinity’s guidance over the last 20 years, so we really can’t say enough about how much we trust Bruce and his team.

- Bernie & Loretta Kragt, ArcRight Fabricating Ltd.

Selection Of Strategies Bruce Deck Utilizes:

*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.