BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Contact Us

Our Team

David Bruce
Vice President & Portfolio Manager

Tel: 416-359-6065
Toll Free: 1-800-263-1883

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David Bruce is passionate about helping families ensure that their investments and estates are in order.  David enjoys working with many other professionals to help clients navigate complex issues. It is a privilege for him to help clients have a smooth and calm management of their estates.

Even after 38 years David loves to assist clients. His partner Brenda is an author and business women. With his two children having their own careers he is not slowing down. David’s son Max is a police officer and daughter Alex a structural civil engineer.
He enjoys speaking to colleagues about his family office approach. David gets great pleasure mentoring new investment advisors to help them get started in a very competitive industry.

He has led clients through some of the most extreme investment conditions 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 is a board member of the York Police Capital Corporation. The corporation has significant real estate, stock and bond holdings which help support the 2300 members of the York Regional Police Force.

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 what is now the Rotman School of Management at 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 a Discretionary Portfolio Manager.

Matthew Whistance-Smith
Associate Portfolio Manager

Tel: 416-359-5831
Toll Free: 1-800-263-1883

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With 20 years of investment experience, Matt has a proven ability to assist clients in articulating their investment goals and working with them through a plan to achieve these goals. Matt believes in simplifying and clarifying the investment process and in providing an elite level of service for his clients.

In addition to a strong client focus, Matt has a deep understanding of Canadian and international equity markets and investment products, with a strong knowledge of index products, mutual funds and insurance solutions.  Matt works closely with his wealth planning partners at BMO Nesbitt Burns to develop sound and comprehensive tax and estate planning solutions that are specific to individual client needs.

Matt holds a BA in Economics from Queen’s University and is an Investment Advisor. Matt holds the Charted Investment Manager (CIM®) designation in good standing.  He is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and is options licensed.  

In his spare time Matt enjoys biking the many trails that Toronto has to offer and spending time with his spouse Michelle and his daughter Vivian.



Chad Lucas
Business Development

Tel: 416-819-4924
Toll Free: 1-800-263-1883

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Chad joined the David Bruce Group in 2021 after spending 4 years assessing M&A opportunities for Canadian Tire Corporation at its headquarters in Toronto. He spent the previous 6 years living in Alberta and working for the Alberta Investment Management Corporation (AIMCo).  Chad worked in various roles at AIMCo, the most recent of which was focused on assessing investment opportunities and monitoring holdings in the Infrastructure portfolio.
Chad holds a B.A. (Honours) in Economics from Queen’s University and a Masters in Finance & Accounting from the London School of Economics in the U.K.  He is a Chartered Financial Analyst (CFA) charterholder and has received the Certificate in Investment Performance Measurement (CIPM) designation. 
In his free time, Chad enjoys playing golf in the summer, skiing in the winter and spending time at his family cabin in the Ottawa Valley year round.  Having spent almost 10 years living away from his home province of Ontario, Chad is happy to be back and settled near his childhood home of Oakville, giving him plenty of opportunities to spend time with friends and family.


Hayleigh Blaikie
Investment Representative

Tel: 416-359-4863
Fax: 416-359-5818
Toll Free: 1-800-263-1883

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Hayleigh joined The David Bruce Group in 2013 where she is responsible for various activities relating to client account service and maintenance. Her client-facing role includes: financial planning support; assisting other team members by maintaining call and meeting schedules and liaising with clients on matters involving their accounts with us.

Hayleigh completed the Canadian Securities Course and the Conduct and Practices Handbook Course prior to earning the Investment Representative accreditation under the auspices of BMO Nesbitt Burns and the Canadian Securities Institute.

She developed her strong client focus in part during a successful career in the personal health and beauty industry.