Toll Free: +1 (800) 268-0621
Fax: (905) 842-7114
Bruce Owen-Wahl began his financial career over 20 years ago, working in the insurance industry. As an Investment Advisor, he is also qualified to assist clients with their life and accident insurance needs, has completed the Canadian Securities Institute's Professional Financial Planning Course and holds the Elder Planning Counselor designation.
Bruce strives to maintain a high degree of service to his clients. He believes that each client should be made to feel as though they are the only client that he has. Communication and trust by both parties are the key to a successful business relationship.
Bruce has played an active role in Rotary International and has served several terms on the Parish Council of a local Church. He continues to volunteer his time and energy with various charitable and sports organizations. Bruce and his team also assist corporations, charitable foundations, various trusts and churches to achieve their financial plans, manage their investments and cash flow requirements.
Bruce's leisure activities include keeping fit, travel and chess.
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