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Bruce Loeppky - Portfolis Strategies Corp.

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. The Bruce Loeppky Advantage. My loyalty is to my clients first. I enjoy the opportunity of working with a select group of clients. When you call, you get me, not an assistant or junior advisor. My Six Step Planning Process. Step 1. Gather Data, Begin to Build the Relationship. Determine if there is a fit. Step 2. Clarify Your Present Situation. Step 5. Implement the Strategies.

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Bruce Loeppky - Portfolis Strategies Corp. | bloeppky.ca Reviews

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BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. The Bruce Loeppky Advantage. My loyalty is to my clients first. I enjoy the opportunity of working with a select group of clients. When you call, you get me, not an assistant or junior advisor. My Six Step Planning Process. Step 1. Gather Data, Begin to Build the Relationship. Determine if there is a fit. Step 2. Clarify Your Present Situation. Step 5. Implement the Strategies.

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1 profile

2 areas of expertise

3 article library

4 client comments

5 calculators/financial links

6 sloeppky 1@shaw ca

7 surrey bc

8 coupons

9 reviews

10 scam

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Bruce Loeppky - Portfolis Strategies Corp. | bloeppky.ca Reviews

https://bloeppky.ca

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. The Bruce Loeppky Advantage. My loyalty is to my clients first. I enjoy the opportunity of working with a select group of clients. When you call, you get me, not an assistant or junior advisor. My Six Step Planning Process. Step 1. Gather Data, Begin to Build the Relationship. Determine if there is a fit. Step 2. Clarify Your Present Situation. Step 5. Implement the Strategies.

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bloeppky.ca

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Bruce Loeppky - Portfolis Strategies Corp.

http://www.bloeppky.ca/profile.htm

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. I have been working in the financial services industry since 1996. I spent the first four years working at Investors Group, before I decided to become an independent planner. That way I can give unbiased advise and not have to offer company branded product. Is spent seven years at Dundee Private Investors before moving to Portfolio Strategies in 2006. I live in Surrey, British Colu...

2

Bruce Loeppky - Portfolis Strategies Corp.

http://www.bloeppky.ca/calculators.htm

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. British Columbia Securities Commission. Service Canada which has Government Benefits Information.

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Bruce Loeppky - Portfolis Strategies Corp.

http://www.bloeppky.ca/expertise.htm

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. I guide clients from whatever stage they may be at through and into their retirement years. RRSP, RESP, TFSA plus non-registered investments. Examine your situation and plans strategies to reduce and/or defer taxes . Build a Legacy -.

4

Bruce Loeppky - Portfolis Strategies Corp.

http://www.bloeppky.ca/library.htm

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. Retirement planning is now a moving target. Tuesday March 31, 2015. How to spot abusive advisor practices. Tuesday January 20, 2015. My two-stage plan for advisors who refuse to retire. Tuesday December 16, 2014. Overcoming three common obstacles to a secure retirement. Thursday November 20, 2014. Hot to stop retirement anxiety syndrome. Tuesday September 30, 2014. How an RRSP coul...

5

Bruce Loeppky - Portfolis Strategies Corp.

http://www.bloeppky.ca/comments.htm

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. Bruce Loeppky has been our Financial Advisor for over 10 years. Before Bruce we had dealt with a company that kept changing our Advisor. We were very frustrated with the changing staff. It was obvious to us that we were not their prime concern, they had bigger clients than us. We would not hesitate to recommend Bruce Loeppky to anyone! Tom and Dianne Carras. I was introduced to Bru...

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bloeppky.ca

Bruce Loeppky - Portfolis Strategies Corp.

BRUCE LOEPPKY - Portfolio Strategies Corp. WHAT SHOULD YOU EXPECT. Office: 604.507.0665. Cell: 604.786.7335. 14696 - 58 Ave. The Bruce Loeppky Advantage. My loyalty is to my clients first. I enjoy the opportunity of working with a select group of clients. When you call, you get me, not an assistant or junior advisor. My Six Step Planning Process. Step 1. Gather Data, Begin to Build the Relationship. Determine if there is a fit. Step 2. Clarify Your Present Situation. Step 5. Implement the Strategies.

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