From Confused to Confident
You want retirement to feel clear, not complicated. Bruce makes pensions, investments, and tax planning easy to understand. So you can focus on living life.
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 RRSPs and Pensions? Individual Pension Plans? Tax Free Corporate Estate Transfer?
About Bruce Youngblud
Bruce is a Certified Financial Planner with over 25 years of experience helping Canadians make confident retirement and pension decisions. He has guided thousands of individuals and families through some of the most important financial choices of their lives, specializing in pensions, retirement income, and tax planning.
His commitment to financial planning is rooted in personal experience. When Bruce’s mother passed away from cancer while he was young, he saw firsthand how illness and a lack of financial protection can strain a family. That early lesson drives his mission to simplify complex decisions and ensure others have the security his family didn’t.
A Leader In The Dundas Community
Bruce’s roots in Dundas run deep. His community involvement reflects the same values of care and consistency that guide his work with clients:
- Active member of the Hamilton Chamber of Commerce
- Volunteer with Big Brothers and Big Sisters
- Former Treasurer of the Carnegie Gallery
- Member of the Burlington Welsh Male Choir
- Dundas Valley Golf & Curling Club – 35+ year member, with service on the Membership Committee
Making an Impact in Dundas and Beyond
You want an advisor who understands more than numbers. Someone who creates, volunteers, and shows up for the community the same way he shows up for his clients. His goal is simple: help people make confident decisions that improve their lives; here in Dundas and across the region.
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 204ADundas ON L9H 1V1
905-627-1110
bruce@dundasfinancial.ca
Dundas Financial is proudly affiliated with Pension Solutions Canada.