David Bruce is passionate about helping families ensure that their investments and estates are in order. He is supported by a wonderful team.

Even after 41 years, David loves to assist clients. His partner Brenda is an author and businesswoman. With his two children having their own careers he is not slowing down. David’s son Max is a police officer and his daughter Alex is a structural civil engineer. 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 40 years. David’s clients, some of whom span four generations, regard him as a voice of reason whose consistency and client focus serve 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 2,500 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 the Roman 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.