Bruce is a Family Enterprise Advisor and wealth management professional who helps families achieve their goals through clear governance structures and effective decision-making processes. His work ensures families can communicate openly, resolve disputes constructively, and make choices that protect both the enterprise and family relationships across generations. Bruce's focus on long-term, sustainable solutions provides families with a sense of security and confidence in his services.

Building Trust and Collaboration

Known for his ability to build trust, Bruce takes the time to understand each family’s unique circumstances. He collaborates with other professional advisors to create integrated strategies that preserve unity and strengthen the enterprise over time, ensuring that each family feels understood and valued.

​

​Three Decades of Expertise in Family Enterprise and Wealth

​Bruce completed the Family Enterprise Advisor program at the University of British Columbia’s Sauder School of Business in 2009 and was awarded the Chartered Financial Analyst designation in 1991.

With over thirty years of experience advising families of wealth, Bruce has a deep appreciation for the importance of aligning goals across the family, ownership, and business domains. He emphasizes prudent and thoughtful planning for the succession of the family enterprise.

​​​

Bruce enjoys an active lifestyle with his family in West Vancouver and is passionate about sports in general - especially hockey, golf, and tennis.

​

​

Guiding families to make clear, collaborative decisions that preserve both wealth and unity