Vice President and Portfolio Manager
Tel: (416) 359-6065
Fax (416) 359-5818
David Bruce has more than 30 years in the investment business in assisting families, individuals and foundations realize their financial goals.
He has led clients through some of the most extreme market conditions seen over the past 50 years. David’s clients, some of whom span four generations, regard him as a voice of reason whose consistency and client focus serves them well.
David graduated from Queen’s University with an Hon. B.Sc., earned an M.Sc. from Southampton University in England and holds a DBA (business administration) from the University of Toronto.
David earned the Certified Investment Management Analyst (CIMA) designation offered in conjunction with the Wharton School of Business.
He also holds the Canadian Investment Management and Professional Financial Planning designations from the Canadian Securities Institute. David is also a Discretionary Portfolio Manager.
David mentors several individuals who are starting a career in the investment business as well as high school students.