As an experienced family enterprise consultant, wealth manager and investment professional,
Bruce has over three decades of experience working with families who have either inherited, saved and invested diligently, or who have owned an operating business and have liquidated it leaving investment capital to steward. Each family has a unique story and Bruce works in a collaborative manner to ensure alignment across investment, legal, tax, insurance and philanthropic planning with deep family values and goals. When the planning is coordinated and integrated into a master plan, the family is able to steward the wealth to meet today's goals, while creating a legacy for future generations. 
 

In 2009, Bruce completed the Family Enterprise Advisor (FEA) program through the Business Families Centre at the University of British Columbia’s Sauder School of Business. He was awarded the Chartered Financial Analyst designation in 1991 and has held a variety of senior leadership and advisor roles in the wealth management industry since 1987.

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Bruce lives in West Vancouver with his wife, Tina, and enjoys travelling, golf, tennis and hockey.