For over 30 years our team has been providing clients with sophisticated wealth strategies.
I have been working with Bruce and the Infinity team for years, both for my personal finances and for my clients. I’m a Chartered Professional Accountant who helps entrepreneurial 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. Bruce is exactly that. He’s a great listener and learner who consistently delivers excellent solutions. I am better off working with him — and so are my clients.
- Darren B., CPA & Partner KWB LLP
I have known Bruce personally and professionally for almost a decade, and during this time I have had the benefit of working with him on a number of client files with terrific results.
Bruce's professionalism and meticulous approach to Advanced Financial Planning and client engagement makes him an excellent partner for large and complex cases. His experience and expertise allow him to provide creative solutions for a variety of client situations. The way he presents planning concepts to clients is masterful in making the complex simple and adds significant value for clients 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.
In a previous executive role, I oversaw more than a thousand advisors, yet Bruce was always my go to person on the bigger business owner cases. As well, I have introduced Bruce to advisors I know to help them with their high net worth and ultra-high net worth clients. The advisors and clients have both had similar successes in collaborating with Bruce and his talented team. With his extensive knowledge and incredibly broad range of solutions for clients, he is an invaluable asset to any advisor or business owner.
- Jarrod M., CFP
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 optimization strategies he has recommended. We value and trust our relationship with Bruce completely.
— Dr. P. Asquith
As business owners, we had plans and put things in place that our previous advisors suggested. 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 in immeasurable ways. 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 CPA, who does our tax filings, Bruce adds a vast wealth of experience, wisdom, and solutions, which have been applied to multiple situations over the years, despite the complexities involved in our businesses and family. Bruce's team is ‘next level advanced planning’ and is a trustworthy, solid resource to have on our family’s side.
- R&S K., Business Owners
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 that we are in our retirement years, Bruce and his team are still doing a great job for us.
- Gary and Susan, Retired Business Owners
Bruce and the Infinity team have been instrumental in optimizing and enhancing our business and retirement planning. They explained complex planning concepts to us and worked with our accountant to help us implement a corporate freeze and purification, so we could income split with family. 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.
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 patience 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 advanced planning skills are a true gift. He and his teams are a blessing to me, my children, and grandchildren.
- Karol S.