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.

 

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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.

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.

 

Dundas Financial Centre is
The Right Choice

Its easy, sign up below for a FREE CONSULTATION. We are happy to meet you at your residence should it be more convenient.

A Leader In The Dundas Community

Bruce is a committed member of the community for over 30 years.

Creative Team

Our Credo is simple, we put our Customers First.

Bruce Youngblud, CFP, CIM

Bruce Youngblud is a Certfied Financial Planner and Life Insurance Broker

Kennedie Demain

Kennedie Demain is our Administrative Assistant

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.”

Yvon

Reach Us

Always happy to take your call!

155 King Street West
Dundas ON L9H 1V3

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