bruce mcguffin

bruce mcguffin

president

About

Over 30 years experience in the financial planning industry providing "strategic pieces" to your Financial Planning Puzzle..... When a Corporation makes it stock available to the public it's called an "Intial Public Offering" or IPO. My Public Offering is that I "Improve" investment performance, "Protect" what you've worked hard to accomplish and "Organize" your Estate so that you and your loved ones always know where your assets are and don't get misplaced. Specialties: providing Wealth, Health and Retirement plans that work

Country

canada

City

london

Industry

financial services

Skill

retirement planning, life insurance, disability insurance, retirement, critical illness, financial planning, investments, sales, insurance, long term care, wealth, investment strategies, strategic financial planning, term life insurance, estate planning, small business, investment advisory, financial planners, health insurance, fixed annuities, mutual funds, wealth management, whole life, wealth management services, lifestyle financial planning, senior care, family meeting planning, financial advisory, iras, long term care insurance, asset allocation, protection planning, wealth preservation planning, key person protection, gifting strategies, personal finance, income protection

Experience

robertson dunbar

agent

robertson dunbar

1989-9 - 1991-3 · 1 yr 7 mos

Broker of Home, Auto, Commercial, Life Insurance Sales

cooperators

agent

cooperators

1988-8 - 1989-7 · 1 yr
confederation life

assistant branch manager

confederation life

1978-4 - 1979-8 · 1 yr 5 mos

Recruitment & Training of Agents

canada life

sales agent

canada life

1977-8 - 1978-4 · 9 mos
independant broker

president

independant broker

1991-8 - Present · 35 yrs 1 mo
victory legion

chair of the financial oversight committee

victory legion

2018-4 - 2019-3 · 1 yr
rockin new years eve committee

chair

rockin new years eve committee

2016-1 - 2017-1 · 1 yr 1 mo

Organizing, fundraising, coordinating/finding entertainment, press/TV interviews, on stage thanking of sponsors, volunteer coordinating

wcs financial services

broker

wcs financial services

2000-1 - Present · 26 yrs 8 mos

Health, Wealth & Retirement Plan Provider

mcguffin financial

president

mcguffin financial

1991-1 - Present · 35 yrs 8 mos

Mission Statement: I help my clients accomplish their "Financial Planning" and "Retirement" goals in a "Timely" and "Tax Efficient" manner.

Education

ryerson university

ryerson university

design

1965-1 - 1968-1 · 3 yrs 1 mo
ocad university

ocad university

design

1963-1 - 1965-1 · 2 yrs 1 mo

bruce mcguffin's Contact Information

Email

******@***.com

Phone

(**) *** ****

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