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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

Getting Serious About Savings & Investing

We are now well into 2026 and your New Year’s Resolution about managing your money better may have already been forgotten. As …

financial plan,money,peace of mind

Get It When You Can

You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have fire insurance. …

Government Benefits Can Boost Retirement Income

You might be surprised to learn that every year, thousands of Canadian seniors miss out on government benefits they’re entitled to—sometimes worth …

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...