For over 30 years our team has been providing clients with sophisticated wealth strategies.
When our previous advisor retired in 2000, he recommended and introduced us to Bruce. Bruce set up a carefully researched diversified portfolio with a “moderate growth potential “ outcome. Over the years our net worth has steadily grown exceeding the projected returns and our expectations.
In the last ten years our relationship with Bruce has involved more advanced corporate tax, retirement and estate planning. The management of our investments was taken over by a referral partner, on Bruce’s recommendation. We are thankful for the professionalism Bruce has demonstrated in 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.
— Dr. P. Asquith
We have been with Bruce and his team for over twenty-five years. Their expertise and care for our finances are exceptional and always surpass our expectations. Their professionalism, integrity, and ability to generate outstanding results have been constant and steadying. For example, our returns of over 40% have far exceeded inflation over the past four years, and by that we mean the real rate of inflation 25% to 30%, not the 18% reported.
During major market downturns like the recent pandemic and countless market corrections, we have always ended up with positive returns over a twelve month period. Despite years of market volatility and the need to withdraw substantial amounts earlier than planned, our portfolio, retirement income, and estate continue to grow at a faster rate than we expected. 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.
- Lawrence and Theresa
We've been with Bruce for close to 30 years, and have enjoyed a very good relationship with him throughout. In the early years whenever he changed firms we always stuck with the man, not the company, 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, through all the markets lows over the years, and have provided an excellent return of 7% on average overall. Now we are in our retirement years, Bruce and his team are still doing a great job for us.
- Gary and Susan
A few years before my husband Tom passed away in 1996, he sought out to find someone he could trust to look after me, should something happen to him. He found Bruce and I honestly couldn’t have been in better hands.
Being a widow wasn’t easy, but thankfully Bruce provided incredible patients and care for me during those initial years. In fact, he still does to this day almost 30 years later. I don’t know how he and the people he works with do it, but my accounts have continued to grow by far more than they were supposed to, even though I’ve been taking out all that I needed and I’ve given away even more to charity than I thought possible. His advance planning skills are a true gift. He and his teams are a blessing to me, my children, and grandchildren.
- Karol S.