We treat our clients as if our roles were reversed

Entrepreneurs, wealthy individuals and families

We work with people whom we like and trust and who share our business principles. Most of our clients are successful entrepreneurs who have built up significant financial assets outside of their operating companies or who have sold their businesses, and individuals and families who have inherited substantial wealth. They’re loyal, discerning and looking to maintain a long-term business relationship.

What clients have to say about us

While maintaining client confidentiality is foremost, a number of our clients have commented publicly on the Bruce Kent Group. Here is what they said:

“The Bruce Kent Group is the gold standard in the wealth management industry. True professionals known for their leadership, integrity, and doing first-class business in a first-class way. When I first met Bruce over 15 years ago, he said, ‘I never buy anything I don’t understand.’ Bruce is the Warren Buffett of the North and the Group will drive that legacy for decades to come.”  

- Robert Walsh, Founder of Forensic Technology

"The Bruce Kent Group has a disciplined approach and has delivered excellent returns over the long run. They have the right principles, and they stick to them."

- David Cape, President of Groupe Marcelle


Contact us

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.

To meet with us, please call Nathalie Roussin, Vice President and Wealth Advisor or Sholom Tabak, Vice President and Wealth Advisor at

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