Build and manage wealth with
Bridge To Prosperity
Expert financial advice for families, businesses, executives, and more. Build and manage your wealth with Bridge to Prosperity today!
Allow us the opportunity to show you how we can meet your financial goals.
Our trusted partners
Personalized Solutions to hit financial goals.
Today’s markets are changing constantly, even seeing market fluctuations over 30%.
Our innovative, diverse, and personal approach protects you and your wealth through the tough times and meets your most important goals.
We provide powerful investment solutions and plans that can meet your unique needs.
Build a plan that works.
We’ll work with you to build a wealth management strategy that works towards the needs and goals that are important to you, your business, and your family.
Protect your assets.
Market changes can happen fast, and at the worst possible moments for families and investors. With Bridge to Prosperity, know your assets are managed with proper risk management.
Stress-free management.
With managing a business, family, and the day-to-day of life, many find themselves with no time to think about their future. Allow Bridge to Prosperity to help you when you need it most.
Get money working.
Inflation is at a level not seen in decades, and with that comes the real risk of losing your buying power by holding cash. Get your money working for you by allocating it to quality assets.
Benefits
Pave a future worth dreaming about.
Manage risk and increase returns.
A savings account dishes out minimal interest a year, and investing it can be a risky endeavour. Allow our financial experts to increase your returns and manage your risk.
Minimize taxes.
Avoid unnecessary taxes, leaving more of your hard earned dollars in your pockets.
Leverage investment and wealth managment strategies.
With a Bridge to Prosperity financial advisor, you can make use of their years of experience, and see benefits immediately.
“A failure to plan is a plan for failure.”
Let us help you with that.
Speak with one of our Wealth Management advisors today.
Financial solutions for any situation.
Investment strategies
We provide individuals and families with customized investment strategies that enhance and protect their financial worth, giving them peace of mind.
Insurance solutions
We offer a wide range of insurance solutions that meet your specific needs and financial goals.
Retirement planning
Retirement planning is important to ensure that you have the resources necessary to achieve and maintain your desired retirement lifestyle.
Estate planning
Estate planning aims to minimize the income tax consequences as well as to expedite the process of transferring your family’s assets when the time comes.
Personal needs analysis
In order to figure out where you currently are, find out where you would like to go and create a plan to get you there; we conduct a Personal Needs Analysis.
Second opinion
We examine the investments and insurance coverage that you currently have in place to determine whether these are suited to your circumstances and risk tolerance.
Cash and wealth management
We look at your complete financial picture from a holistic point of view rather than as isolated pieces in a specific moment in time.
Charitable giving strategies
Charitable giving is the process of designating charitable gifts that realize a donor’s altruistic goals, while maximizing tax and other financial benefits for the contributor.
Learn more about our strategies.
Testimonials
Wealth management for real people.
“Gerry listens….Gerry cares…..Gerry takes the time to do what is right for you. Gerry knows his products and services; he knew what was right for us. If you don’t understand anything about your investments or what he is suggesting he will explain it until you do, then he will go over it on his next visit. He knows what is right for each of his clients. It is so important to be able to trust your advisor. Biggest thing for us was he listened. We highly recommend Gerry; he is a true financial advisor.”
– Gilles and Sharon Hupper
“I have known Gerry Steckler for over 5 years and have had the pleasure of working with him as he helps his clients with their insurance; investment and financial needs. Gerry’s Accounting background gives him great expertise in assessing the clients’ financial portfolio and his valuable assessment is informative and comfortable for the clients, providing achievable immediate and long terms goals.”
– Mary-Lou Birch Retail Lending Specialist Manulife Bank & Trust
“The world of business is fast & ever changing. One day to the next we face new challenges. Working with Hagit over these past few years… we have smoothed out the rough waters & kept an even keel, even in the toughest of times.
I would like to personally recommend Hagit as an excellent professional & look forward to having her work with us for many years to come as well. I have been in business for over 35 years & Hagit is as good as they get.”
– Kenneth F McKenzie President, Greystone Promotional Products Inc.
“Preparation is the key to success.”
Let us help you with that.
Speak with one of our Wealth Management advisors today.