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Bruce Petschke, Financial Advisor

FINANCIAL ADVISOR
Bruce Petschke

CEA®
57 Mill Street North, Unit 207, Brampton, ON L6X 1S9opens in a new window
CallSend Me a Message

Focus Areas

  • Sustainable Investing
  • Estate and legacy strategies
  • Business owner considerations
  • Retirement savings strategies
  • Retirement income strategies

About Bruce

Twenty years ago I discovered my true passion - helping families connect their dreams to their goals by creating tactical and purpose-built financial strategies.

My years 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...

Personal Interests

  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Home Improvement
  • Cooking
  • Personal Fitness

Team Members

  • Sandy Rainey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 840-6699

Fax

(877) 656-0509

Office Address

57 Mill Street North
Unit 207
Brampton, ON L6X 1S9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More