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We are seasoned professionals whose expertise runs deep and passion burns bright – a passion for guiding you through your wealth journey with clarity and confidence.
Senior Investment Advisor & Financial Planner
“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.
Associate
Backed by five years of experience in financial services, Erik is committed to building strong client relationships and helping clients achieve their goals. In his current role, Erik is a vital member of our team, assisting with account management, wealth planning and marketing the business. As an Associate, he draws on his expertise to develop comprehensive wealth management solutions, and provides access to a comprehensive range of services to help clients build and protect their wealth.
Erik’s keen organizational skills and dedication to client service ensures our client needs and requests are handled quickly and efficiently. A firm believer in ongoing education, he has a degree in Business and Hospitality Management, and has completed several Canadian Securities Institute courses. He has also earned his Chartered Investment Manager (CIM) designation.
Away from the office, Erik enjoys spending quality time with his family, both at home and travelling when they can. He stays active running, playing golf, and hockey.
As the team’s administrator, Kim answers client inquiries, executes tasks like opening accounts, maintains organized and sorted documents, and keeps the team’s schedules on track. She is also available to accept unsolicited trades and supply equity research. Kim calls her role eclectic: “I do just about everything, except managing the portfolios,” she says.
Kim loves the dynamic nature of her job, which requires continual learning to keep up with documentation policy changes, an investigator’s spirit to track down answers to complex questions, and a keen ear to understand clients’ needs. “Every time I talk to somebody, I want to be as thorough as possible. I want to solve their problem,” she says. “Sometimes that takes a little more time, but I want to make sure they are happy when they hang up the phone.” Deeply committed to service excellence, Kim is highly conscientious – her acute attention to detail is “forensic” in nature, as Bruce puts it.
Kim boasts over three decades of financial services experience; after working for another major bank, she joined RBC Dominion Securities in 1996, and was part of Cafferky Private Wealth from the onset in 2008.
Currently living in the Cowichan Valley, where she grew up, Kim enjoys tending to her garden and caring for her cat. She also loves to walk along the ocean, and travels the world whenever she can.
– Barb W.
– Craig & Wendy S.