Our Team: David Bruce

David Bruce is passionate about helping families ensure that their investments and estates are in order through careful research and planning. He has led clients through some of the most extreme investment conditions over the past 40 years. David’s clients, some of whom span four generations, regard him as a trusted voice of reason where consistency and client focus has served them well.

In David’s personal life, his partner Brenda is an author, businesswomen and member of the Pier1 team. David’s son Max is a police officer, and his daughter Alex is a structural civil engineer. David gets great pleasure mentoring new investment advisors to help them get started in a very competitive industry.

David is a board member of the York Regional Police Capital Corporation. The corporation has significant real estate, stock and bond holdings which help support the 2,500 members of the York Regional Police Force.

David graduated from Queen’s University with an Hon. B.Sc. David earned an M.Sc from Southampton University in England and holds a DipBA (business administration) from the Rotman School of Management at the University of Toronto. David earned the Certified Investment Management Analyst (CIMA) designation offered in conjunction with the Wharton School of Business. He also holds the Canadian Investment Management and Professional Financial Planning designations from the Canadian Securities Institute. David is a Discretionary Portfolio Manager.