Bruce Loeppky has been our Financial Advisor for over 10 years. Before Bruce we had dealt with a company that kept changing our Advisor. We were very frustrated with the changing staff. It was obvious to us that we were not their prime concern, they had bigger clients than us.

The change over to Bruce was seamless. Bruce has remained consistent and keeps in continuous contact with us. He has helped us with Retirement Planning, Education Planning for our children, and the purchase of our vacation home. He has always been able to help us with any financial advise, no matter what the situation, and we have had some interesting questions. He will find the answer for us if he doesn't have it first hand.

We would not hesitate to recommend Bruce Loeppky to anyone!

Tom and Dianne Carras

Bruce has been my financial planner for eight years. He has consistently provided sound advise regarding investments and retirement strategies and I trust him implicitly. He is always accessible via phone or email and answers my questions in an unhurried and thorough way.

Bruce has a relaxed, friendly, and professional manner and I never feel pressured with any decision making. I have recommended him to friends and would continue to do so.

Dee Bain

Bruce Loeppky has been invaluable to me with his financial advice over the more than 10 years I’ve worked with him. He was there when my husband passed away to guide me through the intricacies and major paperwork required. He also set up RESP’s for my grandchildren, as per my husband’s wishes.

I trust him completely with my finances and would gladly recommend him to others.

Jane Lawson

I was introduced to Bruce by my parents several years ago. From the very beginning he made me feel like an important client even though I did not have much money to invest.

Over the years my status has change – marriage, kids, income – and each step of the way, Bruce has been there to adjust my portfolio and explain how I can take advantage of each new situation. He has even been great at handling my husband’s extremely cautious investment mentality.

Angela Lina

Our association with Bruce Loeppky over the past several years has been very helpful and productive.

Bruce has handled our portfolio through positive and negative times and we believe his expertise has helped us in many ways.

We do not hesitate to recommend Bruce as a financial planner to our family and friends.

Shan and Bill Wood