Dundas Financial Centre
The Advisors at the Dundas Financial Centre pride themselves on offering simple solutions to often complicated insurance, investment, retirement, estate planning, and tax planning problems.
Building Successful Clients Since 1995
Since 1995 Bruce has been teaching investors age 50+ how to preserve their assets and increase their income.
Retirement Planning
How much do I need to save? What interest rate do I need to earn? What should I invest in?
Tax Planning
Are you tired of paying too much tax on your investments? Do you want CRA to be a beneficiary of your estate? Do you have cash stranded in a Holding Company?
Individuals and Families
How much life insurance do you really need? What type? What is the difference between Disability Insurance and Critical Illness Insurance?
Estate Planning
How do I keep the cottage in the family? What about the family business? What is the best way to pass money to my beneficiaries?
Post Retirement Planning
How much can I spend each year so I don’t run out of money? How do I minimize risk and protect my capital from market downturns?
Business owners & Professionals
Looking for information about Employee Benefits? Group RSP’s and Pensions? Individual Pension Plans? Tax Free Corporate Estate Transfer?
Bruce Youngblud
Bruce is a well-known financial educator in the Hamilton area. He has over 15 years experience as a financial planner and is an active member of the Hamilton Chamber of Commerce.
Since 1995 Bruce has been teaching investors age 50+ how to preserve their assets and increase their income.
“My mother died when my sister and I were young. That made my sister the de facto head of the kitchen and household. I became the grocery shopper and cleaning staff while our dad was at work.
I can’t say that we were destitute, but during the 3 years that it took for the cancer to kill our mother we certainly would have been better off had Critical Illness coverage existed to pay for the trips to St. Mike’s Hospital in Toronto and medical expenses not covered at the time.”
A long time resident of Dundas, Bruce is an active member of the Burlington Welsh Male Choir, Hamilton Chamber of Commerce, Big Brothers and the Dundas Valley Golf and Curling Club.
A Leader In The Dundas Community
Bruce is a committed member of the community for over 30 years.
- Hamilton Chamber of Commerce
- Big Brother Supporter
- Dundas Valley Golf Club
- Event Organizer
Making an Impact in Dundas and Beyond
Bruce and his team work collaboratively with their clients to tailor needs based solutions to better equip them to prosper no matter what life throws at them. Read more about Bruce’s work at the Hamilton Chamber of Commerce below.
Our Team
Bruce Youngblud, CFP, CIM
Bruce Youngblud is a Certfied Financial Planner and Life Insurance Broker
Our Satisfied Customers
“I attended Bruce’s seminar and decided to work with him on the transfer of my pension to a copycat annuity with Desjardins.
I am entirely happy with the results and pleased with the level of service offered by Bruce and his office staff.”
Reach Us
Always happy to take your call!
115 King St W. Suite 204A
Dundas ON L9H 1V1
905-627-1110
bruce@dundasfinancial.ca