BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
The David Bruce Group consists of David Bruce (Vice-President & Portfolio Manager), Matt Smith (Associate Portfolio Manager), Chad Lucas (Business Development) and Hayleigh Blaikie (Investment Representative).
Our team has over 40 years of experience delivering tailored planning, risk mitigation and discretionary investing solutions for high-net worth families. Our multi-family office services leverage in-house partners to provide a comprehensive wealth plan for our clients while also ensuring complete confidentiality.
By working with only a select number of clients, our team is able to maintain frequent and consistent communication in order to understand your family’s unique circumstances and build trust.
If your family requires a team that is able to manage complex financial circumstances to ensure your goals and dreams are fulfilled, we would be honoured to discuss how we can help and guide you through our onboarding process.