Bruce is the founder of Lindsay Financial and has been in practice since 1988. He is the creator of
The Wealth Optimization Program™, and has structured his business to support
successful professionals, business owners, and high-net-worth retirees.
During his career, Bruce has obtained the following professional designations:
• CFP (Certified Financial Planner) More information
• CLU (Chartered Life Underwriter) More information
• CH.F.C. (Chartered Financial Consultant) More information
In 1995 he was awarded the Canadian Institute Medal of Achievement for obtaining the highest mark in
the CH.F.C. program. He is a member of Advocis, the organization that resulted from the merger of the
Canadian Association of Financial Planners and the Canadian Association of Insurance and Financial Advisors
(Bruce was a member of both). He is also a member of the Conference for Advanced Life Underwriting (CALU). More information
Bruce speaks at financial conferences across Canada and has contributed to both local and national newspapers,
magazines, and television programs.
Email Bruce
Bruce is the founder of Lindsay Financial and has been in practice since 1988. He is the creator of
The Wealth Optimization Program™, and has structured his business to support
successful professionals, business owners, and high-net-worth retirees.
