A knowledgeable and experienced
portfolio management team


The Bruce Kent Group, a highly experienced team of 17 top-tier investment professionals, is led by Bruce Kent and three fellow Partners: Jean-François Dion, Nathalie Roussin and Sholom Tabak. Each member of the team is dedicated to serving you and your family with portfolio management and comprehensive wealth management that is unequalled in Canada. We share the same values and embrace the same investment philosophy, working hard every day to help ensure that your prosperity continues far into the future.

When you put your trust in the Bruce Kent Group, you are working with an award-winning portfolio management team — professionals who have achieved top-ranking results, award recognition and best-in-class service.

We deliver fully customized portfolios based on a clearly defined investment philosophy, rational and disciplined execution and a collaborative personal relationship. This is what real investment counsel is all about, and that’s what we provide at the Bruce Kent Group.

Key professionals - leadership team 
 

Bruce Kent, Portfolio Manager

Bruce Kent graduated from Yale University in 1983. He began applying his principles of sound investing at RBC Dominion Securities in 1984, where he is a Portfolio Manager, Vice President and Director. As the founding Partner, his leadership has built the Bruce Kent Group into one of Canada’s most successful private-client portfolio management groups, with over $3 billion in assets under management. 
 

Jean-François Dion, Vice President and Portfolio Manager

Jean-François Dion is a Partner in the Bruce Kent Group in charge of Investment Strategy, Portfolio Management Research and Implementation. Jean-François joined RBC in 2000 and he has had a distinguished career, rising to Head of Equity Portfolio Management at RBC Dominion Securities, where he led a Toronto-based team of equity specialists and portfolio managers. He was a member of the RBC Dominion Securities Strategy, Canadian Focus List and Global Portfolio Advisory committees and his team was responsible for advising over 1600 portfolio managers and investment advisors across Canada.  Jean-François holds a B.Comm from Concordia University and is a CFA Charterholder.
 

Nathalie Roussin, Vice President and Wealth Advisor

Nathalie Roussin is a Partner in the Bruce Kent Group and leads the Client Relationship Management and Service Team. As a senior Wealth Advisor, she is responsible for many of our valued clients. Nathalie joined the Bruce Kent Group in 2006 and has over 25 years experience in the financial services industry. She holds a B.Comm. from HEC Montréal and has extensive experience working with wealthy clients on complex situations, including high-level financial planning.
 

Sholom Tabak, Vice President and Team Manager

Sholom Tabak is a Partner in the Bruce Kent Group, responsible for leading and managing the Group's team of top professionals and the day-to-day operations of the business. He has more than 20 years experience in the financial services industry, where he has earned the trust and respect of both clients and peers. Sholom holds an MBA from John Molson School of Business.
 

Cherine Mitri, Client Relationship Manager

Cherine Mitri is responsible for Client Relations and Service and coordinates comprehensive wealth management plans for clients. She joined RBC in 1995. Cherine holds a B.Comm. from Université du Québec à Montréal and is a Financial Planner (F.Pl.). She has extensive experience in financial planning, providing comprehensive wealth management solutions for clients, including cash flow management, retirement and estate planning. Cherine has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).

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
514-878-7292

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