THE IFW RETIREMENT ROADMAP EXPERIENCE

Bruce started with Prudential Insurance Company and then worked at Royal Bank of Canada for 10 years as an Account Manager, specializing in risk assessment for both the insurance industry and investment banks. Bruce is a sought-after public speaker and has spoken at over 100 companies across the USA over the last 10 years.

Bruce was recruited by Tribus Financial Group, the largest independent benefits consulting firm in the tri-state area and he was responsible for heading up their Retirement Planning Department. Wachovia Bank purchased Tribus in 2001, which then gave Bruce the opportunity to create his own firm.