Bruce Wright

CFP, CFSB

Mutual fund representative 1

Insurance representative

BruceWright,CFP,CFSB ... Sault Ste. Marie - Ontario

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

With about 20 years of industry experience, 50 years of owning insurance and investment products, I hold the Certified Financial Planner designation and I am licensed to sell insurance and mutual fund products, as well as other financial instruments, in all of Ontario, operating from my office in Sault Ste. Marie.

My family and friends, as well as values of hard work and integrity are the foundations of how I work and live. I have been working with United Way as an executive, I am a scout leader and a volunteer for many charities. I became and still work as a representative to look after our family investments, as well as those of my friends and clients, many of whom have become friends over the years. Providing value, growth and financial security to my clients is what matters the most to me.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

Latest videos and podcasts

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1 With Investia Financial Services Inc. 2 Financial Horizons Group