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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  Financial Divorce Specialist (FDS)

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)
 
 
 
 
 
 
 

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