Fifteen plus years ago I discovered my true passion - helping families connect their dreams to their goals by creating tactical and purpose-built financial strategies.
My year's as a technical trainer taught me that no question is ever too basic or too trivial. When we meet to discover what is truly important to you and your family, my goal is to make sure that all your questions are answered and you have the knowledge to make truly informed decisions about your future. I will work beside you for the long-term, listen to your concerns and ideas and then we will work together to build a financial strategy that is built just for you. We will connect regularly along the way and make adjustments as necessary.
Over the 30+ years that my wife and I have lived in Brampton, we have grown deep roots in the community and our church. Our grown and married daughters (and a grandson that we love to pieces) are close to us and we are very proud of their accomplishments. I would consider myself a self-declared coffee and wine enthusiast and a fairly competent home handyman. I have tried my hand at making wine but lately I have shifted to mastering my coffee roasting skills. I enjoy the concept of cooking, but favour eating instead.
I'm always available to answer your questions and I do offer a variety of workshops. Give me a call or send me an email. It all starts with a conversation.
[email protected] | 905-840-6699
- Socially Conscious Investing
- Estate & Legacy Strategies
- Business Owner Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Home Improvement
- Personal Fitness
Phone NumberBruce Petschke at (905) 840-6699
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