For Bruce, exceptional client service can be distilled into two things: listening and providing solutions. “To give our clients the best advice, we need to really know them,” he says. “It’s important to recognize that wealth is about real human experiences.” That’s why consistent communication with clients – understanding their family, ambitions, and values – is a key pillar of Bruce’s approach.
Growing up, Bruce wanted to be a dentist and completed his Bachelor of Science degree at the University of Alberta. In 1996, he joined the financial industry as a summer student, working his way up to branch manager and eventually Investment and Wealth Advisor. Along the way, he was able to learn from Jim Grey, whom he considers “one of the best in the business.”
Today, Bruce is proud to co-lead our practice with Jim’s son, Chris. Their complementary skill sets and dynamic mind sets make them the perfect match. “We’re very different as individuals. He’s city, I’m country. He’s analytical, I’m a planner. But, that’s part of what makes this partnership work so well,” Bruce says.
Bruce and his wife, Oksana, live in Edmonton with their daughter and son. As someone who values spending time with his family, Bruce enjoys supporting his children’s extracurricular activities – dance and football – as well as watching sporting events.
