Office: 604.507.0665
Cell: 604.786.7335

sloeppky-1@shaw.ca
14696 - 58 Ave
Surrey, BC
V3S 1S2

 


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.

Together we will develop a comprehensive financial plan to help you achieve your long-term goals. If there is a part of the plan that is outside my areas of expertise, I will bring in another professional to help

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 3. Identify Problem Areas and Opportunities, Goals and Objectives

Step 4. Provide Recommendations and Alternative Solutions

Step 5. Implement the Strategies

Step 6. Monitor your Progress with Regular Reviews