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Meet Dianne A. Bruce CIM, FCSI, CFP, FMA, TEP, CLU
Dianne Bruce was born in Dawson Creek, BC, Mile 0 of the Alaska Highway, and has lived and worked in the north all her life, moving to Whitehorse in 1969. Her financial career began at a Whitehorse bank where she specialized in investments. After ten years at the bank she joined an independent mutual fund dealer and was an Investment Advisor and Branch Manager for seven years.
Dianne joined RBC Dominion Securities in 2000, and says the move has only upside for her clients "With Dominion Securities my clients can access unparalleled investment choices, and research and trading expertise of Canada's largest full service brokerage."
Dianne has never stopped being a student and puts her education to use developing individualized investment strategies and financial planning strategies for each client. She is also a dedicated teacher with a sound philosophy; "I have a strong belief in financial education for myself, my clients and for the community at large. My business success is founded on the education that I have pursued and shared with my community." Dianne began teaching the Canadian Securities Course at Yukon College in 1999.
Dianne has completed some of the most respected wealth management courses in Canada:
1993 Canadian Securities Course (CSC) honours
1998 Certified Investment Manager (CIM)
1998 Fellow of the Canadian Securities Institute (FCSI)
1998 Certified Financial Planner (CFP)
1999 Registered Financial Planner (R.F.P.)
2000 Financial Management Advisor (FMA)
2003 Chartered Financial Divorce Specialist (CFDS)
2005 Chartered Life Underwriter (CLU) Dunstall Award
2006 Elder Planner Councilor (EPC)
2006 Certified Health Specialist (CHS), formally the Registered Health Underwriter (RHU) top marks in Canada
2011 Group Benefits Associate (GBA)
2015 Trust and Estate Practitioner (TEP)
2017 Certified Executor Advisor Program (CEA)
2018 Certificate of Estate and Trust Administration, offered by STEP
2018 Retirement Plans Associate (RPA)
2021 Certified Employee Benefits Specialist, Fellow of ISCEBS
