Bruce Inglis Financial Services Inc.

08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4cgPvDD

08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4y1WqJ7

08/11/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

08/08/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/4wH9R0M

07/31/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://bit.ly/4ftYHXc

07/30/2026

If you hear a new voice on the phone or see a new face at the front desk it’s because we’ve welcomed Nicole Whynot to our team. Please join Loretta and Isabella and myself in welcoming Nicole! She’s a lifelong resident of Liverpool who is well known to those who love music. She is a mom of two and a week away from marrying her fiancé Kyle!

07/28/2026

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://bit.ly/4yLot0v

07/17/2026

Avec un parcours financier bien structuré, vous vous assurez que votre patrimoine soutiendra les personnes et les causes qui vous tiennent à cœur, d’une génération à l’autre.

Ensemble, façonnons un héritage qui reflète votre vision grâce à Un Plan, simplement Sun Life. Communiquez avec nous pour commencer. https://bit.ly/4wTmUMy

07/16/2026

Only Loretta is at the 🏖️ 🤣. I’m working all summer ! If the Liverpool lights aren’t on, don’t worry, we are very much at work. Give us a call and leave a message, we will return it promptly !

OUT AT THE BEACH! If you notice the office door in Liverpool closed, don't fret, we are still working! Isabella is manning the phone from Bedford and Bruce is working between the three offices. Loretta is taking a much needed summer off to hang out at the beach with her grand daughters. Make sure to call and leave us a message, we will get you looked after!

07/16/2026

OUT AT THE BEACH! If you notice the office door in Liverpool closed, don't fret, we are still working! Isabella is manning the phone from Bedford and Bruce is working between the three offices. Loretta is taking a much needed summer off to hang out at the beach with her grand daughters. Make sure to call and leave us a message, we will get you looked after!