BRUCE’S STYLE + APPROACH
Bruce assists clients with growing their wealth and protecting their assets. He employs a team approach by utilizing established partnerships with other professionals both within and outside of ZLC to ensure his clients receive best in-class advice.
Bruce has been an instructor and author for Professional Development courses for the Institute of Chartered Accountants and the Continuing Legal Education Society. He holds both the CFP (Certified Financial Planner), and CLU (Chartered Life Underwriter) designations and has completed the Family Enterprise Advisor program (FEA).
SPECIALIZES IN
Bruce provides clients with solutions which help grow and protect their assets, whether it is their business, family or charity. At the end of the day, Bruce provides peace of mind to his clients by helping them achieve their financial goals.
WHAT YOU MIGHT NOT KNOW ABOUT BRUCE?
“I was involved in competitive swimming for many years. It provided me with an education and the ability to travel the world. A member of the Olympic Club of Canada, Okanagan Sports Hall of Fame and the British Columbia Swimming Hall of Fame, to this day I jumpstart my mornings at the pool.”
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; BC Swimming Hall of Fame.
WHY ZLC
“ZLC has associates and staff with incredible knowledge in all aspects of the financial services industry. We’re lucky to be a team who can leverage this expertise for the benefit of our clients. As well, ZLC has a long standing history within Vancouver and are always giving back to our community.”
