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Welcome to Brugger Wealth Management!

brugger team 2025

“Our mission is to help our clients preserve and enhance their wealth through determining the right solutions that complement their personal and professional goals.”

We use a common sense approach and a value investment philosophy in recommending Professional Money Managers with Disciplined, Conservative Portfolios.
We work closely with our clients and go beyond merely doing things right. We strive to develop long-term relationships based on trust and respect.

“Realize your Financial Potential…
Build, Preserve and Protect your Wealth…
Discover Peace of Mind and Achieve Life’s Goals”

RECENT ARTICLES

financial plan,money,peace of mind

Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money.

financial plan,money,peace of mind

Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans.

financial plan,money,peace of mind

Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money.

SERVICES

financial plan,money,peace of mind

Your Legacy

You have worked all your life and saved for retirement. What other planning work could...

financial plan,money,peace of mind

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start...

financial plan,money,peace of mind

Retiree

During the last market downturn a few years ago, retirees who had all their assets in...

financial plan,money,peace of mind

Your Child's Education

First you were putting on their diapers. Then you walked them to their...