Bruce joined ZLC Financial Group in 1996. He focuses on providing customized investment strategies and specialized insurance solutions for both individual and corporate clients, as well as providing corporate clients innovative solutions for their employee benefit programs. Bruce employs a team approach to assisting clients by utilizing established partnerships with other professionals both in and outside the firm.
Bruce has been an instructor and author for Professional Development courses for the Institute of Chartered Accountants of BC and has contributed articles to Butterworths and the Continuing Legal Education Society.
Memberships & Associations
- Financial Planners Standards Council
- Advocis (The Financial Advisors Association of Canada)
- Olympic Club of Canada
- Okanagan Sports Hall of Fame
- Hollyburn Country Club
- North Shore Winter Club