Our team

“My father had a big influence on me,” says Bruce, whose introduction to the world of finance came from listening to his entrepreneurial father speak of his work in the industry around the dinner table. By age 17, Bruce was attending various business events with his dad, an early start that equipped him with invaluable insights and a strong passion for business. Fittingly, Bruce went on to attain a Bachelor of Commerce degree from the University of Victoria.

Bruce worked his way through roles of increasing responsibility in other financial institutions and investment firms before joining RBC Dominion Securities in 2008, taking on a retired investment advisor’s book of clients and founding Cafferky Private Wealth. “The markets were reeling, and there was a lot of doubt in the air,” recalls Bruce. Over the years that followed, Bruce put in the time, effort, and care to earn the trust of clients, both existing and new. “You have to prove you’re going to do the right thing for people, and that takes time.”

Today, Bruce is well regarded by clients and peers alike as a leading investment advisor and financial planner at the country’s top wealth management firm. He draws on more than 25 years of financial experience, and prides himself on getting to know his clients deeply – offering tailored services aligned to their specific needs. “I like figuring out the pieces of the puzzle for people to help them get to a better spot than where they were when they first came to me,” he says.

An outdoorsman and avid traveller, Bruce enjoys spending time playing soccer, boating, fishing, golfing, biking, and exploring the world with his wife and their two teenaged sons. Bruce enjoys playing competitive men’s soccer, coaching his son’s soccer team, and volunteering with CanWES, a local non-profit organization that runs an English-speaking school in Nepal.