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Since our earliest beginnings, our team has remained dedicated to our commitment to exceptional client service, always prioritizing genuine connections with the people we serve. We’re proud to have built lasting relationships with many of our clients based on a foundation of honesty, transparency, trust, and integrity.
25 years
Recognized as one of the top teams in Saskatchewan across RBC Dominion Securities, Willms Private Wealth Management Group stands out from the rest thanks to our long-running legacy of providing our clients with high-caliber, trusted advice.
Senior Portfolio Manager & Wealth Advisor
“Our job is to take our clients’ lives from good to great,” says Bruce. “They bring us the puzzle pieces – and it’s through our expertise that we’re able to help them put it all together.” Led by a desire to help others and make a meaningful impact, Bruce first joined RBC in 1990, shortly after graduating with a diploma in Business Administration from the Saskatchewan Technical Institute. From there, he quickly worked his way up through the ranks, holding the positions of personal banking representative, loans officer, and senior loans officer before becoming an assistant branch manager, where he earned the prestigious RBC Leo Award for excellence in customer service. In 1996, Bruce moved to Moose Jaw with his family to found Willms Private Wealth Management Group and has been proudly serving individuals, families, and businesses across our community ever since. Today, Bruce leverages his decades of experience and deep understanding of the markets to offer clients guidance on investment management, wealth preservation, multigenerational planning, and more. As senior portfolio manager and wealth advisor, he is part of a select group of advisors able to offer discretionary portfolio management services – a unique benefit that allows him to take advantage of timely investment opportunities on behalf of our clients. His goal, above all else, is to help simplify the complexities of wealth management for clients and set them on the right path toward long-term success. Bruce recognizes the immense amount of trust clients place in our team, and is proud to serve as a fiduciary, ensuring that he is acting in our clients’ best interests at all times. Dedicated to continuous learning and development, Bruce holds several top industry designations, including Financial Management Advisor (FMA) and Chartered Investment Manager (CIM). He is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour in Canadian financial services. When not at work, Bruce enjoys spending time with his family, playing sports, and skiing. Bruce and his wife, Maria, are the proud parents to two adult sons, Tyson and Brandon. Tyson and his spouse, Lanae, have now made Bruce a proud grandfather as well.
Senior Associate
“When I can make clients feel at ease, that’s when I know I’ve done my job,” says Lesley, who has been a core part of Willms Private Wealth Management Group since 2001. She thrives on building relationships with our clients, always ensuring their needs are met with care and precision. Known as our team’s “quarterback,” Lesley brings more than 25 years of financial industry experience to her role as senior associate. She is responsible for handling a wide variety of tasks, from coordinating appointments and managing client inquiries to executing stock trades and processing payments. Lesley prides herself on her organizational skills and attention to detail, both of which help her ensure that every client interaction is seamless. Lesley has supplemented her expertise with the completion of several industry courses, including the Canadian Securities Course (CSC) and the Professional Financial Planning Course (PFPC) from the Canadian Securities Institute. Outside the office, Lesley enjoys spending time with her husband, Curtis, their two grown sons, and three grandchildren. She is a travel lover, with her favourite destination being Disney World.
Associate Wealth Advisor
“For me, it’s all about giving clients the knowledge they need to make informed decisions,” says Dara. “Seeing them feel secure about their financial future is my favourite part of what I do.” Having worked in the financial services industry since 1986, Dara’s extensive experience spans a multitude of roles in personal lending, branch management, insurance, and pension and benefits administration, including a 13-year tenure as a pension specialist for the Government of Saskatchewan. In 2022, she brought her expertise to the Willms Private Wealth Management Group, where she now serves as associate wealth advisor. Dara is passionate about simplifying complex financial topics and helping our clients build a clear path toward their goals. She also enjoys educating the next generation on financial literacy. Currently, Dara is in the process of completing her Master of Administration in Leadership from the University of Regina, with an expected graduation date of April 2025. She additionally holds a diploma from Saskatchewan Polytechnic and a certificate in Pension Plan Administration. Dara also has obtained her Certified Financial Planner (CFP) designation and has completed several courses through the Canadian Securities Institute, including the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) Course, and the Professional Financial Planning Course (PFPC). Dara and her husband, Ken, enjoy spending their free time with their children, grandchildren, and friends. When not at the office, Dara stays active through golf, curling, and yoga.
Administrative Assistant
“I thought that it was time for me to retire, but I missed helping people too much to stay away,” says Jenn, who has been working in the financial services industry since 1987. As an administrative assistant for Willms Private Wealth Management Group, Jenn handles a wide variety of tasks for our team, including scheduling appointments, preparing documentation, and overseeing the organization of client reviews. She is a key member of our team whose experience and dedication help us provide our clients with a smooth, efficient, and caring experience. Prior to joining our team, Jenn worked in a variety of roles across RBC, including a 17-year tenure as a financial advisor. In this role, she handled everything from retirement planning to account management, building lasting relationships and gaining extensive financial knowledge. Jenn also holds her mutual funds licence and has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute. Jenn and her husband, Jeff, recently built their dream home on Buffalo Pound Lake and enjoy spending time there with their three adult children and other family and friends. Whether she’s fishing, gardening, or learning to golf, Jenn finds joy in the simple pleasures of lake life.
