Our Wealth Team
Bruce focuses on investment and portfolio management for our valued clients, promoting conservative, long term capital growth and income through a diversified portfolio approach.
Bruce has 30+ years of experience providing clients with strategic wealth advice and investment management that is invaluable in today’s complex financial markets.
Bruce lives in West Vancouver with his wife, their two sons, and dog Gus and is an avid road and mountain bike enthusiast.
Craig specializes in creating personalized wealth plans, providing tailored tax and estate recommendations, and assists with investment and portfolio management for our valued clients.
Craig is designated as a Chartered Professional Accountant, Certified Financial Planner, and Tax and Estate Practitioner and previously worked as a tax manager at a leading international firm, specializing in strategies for high net worth individuals, private corporations and family trusts.
Craig lives in Edgemont with his wife and enjoys bold coffee, farmers markets and competing as a runner and triathlete
Gracielly is the team’s principal coordinator on all administrative and compliance requirements and serves an integral role in providing excellence in client service and is your first point of contact.
Gracielly has approximately 20 years of experience in the investment and banking industries and previously worked in RBC’s International Wealth Management Division, providing investment services to affluent families in Latin and South America.
Gracielly lives in Vancouver with her husband and enjoys outdoor activities and catching up on the latest movies.
Daniel is the newest member of the team and will play a vital role in providing excellent client service while also acting as a liaison with the firm’s operational departments.
Daniel has over 5 years of experience as an Associate at RBC Dominion Securities and holds a Bachelor of Business Administration degree, a Diploma in Finance, and has also successfully completed Level 1 of the CFA program.
Daniel was born and raised in Vancouver and has a passion for sports and travel and is also an avid camper.