Bruce enjoys having an office in the new Calgary South branch, located on the 2nd Floor, 14505 Bannister Rd. SE. The three storey white office building, also the home of the McLeod & Company law firm, is immediately south of the McInnis & Holloway Funeral Home you can see from the east side of Macleod Trail, just south of Fish Creek Park. It is called "Parke at Fish Creek" and there is free parking on the south side. Bruce's clients enjoy having their investment advisor located in the south part of Calgary, right in their neighborhood.
For several semesters Bruce has taught investment courses through the Calgary Board of Education's Continuing Education department, and has been a guest speaker on the topic of investing at many events. In his spare time, Bruce enjoys hiking, running, skiing, watching hockey and reading, and is a supporter of the United Way of Calgary and area. Bruce's wife Ginette is a Respiratory Therapist in the community. Bruce and Ginette are proud parents of two young daughters.
BRUCE SPECIALIZES IN PERSONALIZED FINANCIAL ADVICE FOR THE CONSERVATIVE INVESTOR
In order to properly advise on financial matters, Bruce seeks to understand your investment ambitions, your expectations and any overriding family concerns that may impact your portfolio. He also determines your level of investment knowledge and past investment experiences, both good and bad. It is important to find an investment professional you can trust, someone who will work with you on a one-to-one basis and who has your best interests at heart. Then when it comes time to discuss investing, Bruce believes in a conservative approach - the safety of your hard earned capital is of prime importance. Ultimately, with Bruce's assistance, you will develop a diversified, risk-reduced portfolio in which your investment securities match your individual needs.
Whether you are looking for a balanced investment portfolio, one particularly structured for growth, or a portfolio that generates income, Bruce will work with you to tailor a plan to meet your needs and objectives. His years of academic experience combined with his past customer service background give him a unique perspective and understanding of the challenges faced by investors today. Through hard work and prudent investment decisions, many Canadians have been able to accumulate investable assets of $100,000 or more. The primary focus of Bruce's business is to provide portfolio management services to these families. Depending on your specific circumstances, Bruce can develop a:
- PLAN FOR GROWTH - For growth oriented investors, a portfolio can be tailored to maximize the performance of financial assets, always with an eye to minimizing the tax consequences.
- PLAN FOR INCOME - Many people need income from their investment portfolio. Bruce can generate a plan which produces dependable and regular cash flow to support your income needs, utilizing both registered and non-registered capital.
- PLAN FOR RETIREMENT - Bruce provides RSP/RIF advice and can create a worry-free retirement plan to provide for your post-retirement lifestyle needs.
- PLAN FOR SECURITY - For investors receiving funds from an estate or from the sale of a business, Bruce can tailor a sound, tax-effective plan to protect your capital and produce a satisfying level of income.
HAVING A DISCIPLINED APPROACH IS THE KEY
Bruce works with his clients on a one-on-one basis or with their accountants and other advisors to ensure their financial objectives are met. Faced with a complex array of products and services, ever-changing tax laws, and an uncertain investment climate, you need Bruce's skilled assistance to provide you with integrated financial solutions. He utilizes a portfolio management approach to investing, which begins with an interview to provide an inventory of your present savings, current income and expenses. Then a discussion of your investment time horizon, tolerance for fluctuations in portfolio value, legal and tax considerations and other factors that influence your investment objectives follows. This information is used to determine the appropriate investment mix and security selection for your own unique situation. This personal attention to detail is greatly appreciated by Bruce's clients.Bruce is also a licensed life insurance agent.
Bruce specializes in personalized investment advice. He will help you to recognize and understand your financial objectives and will help you develop a personalized investment plan. As RBC Dominion Securities is the largest full-service firm in Canada's investment industry, Bruce has access to the widest range of investment vehicles, including specific stocks, bonds, new issues, options, mutual funds, GIC's, Registered Education Savings Plans, RRSP's, RRIF's and other special products to suit your needs. Bruce also offers you a choice of several discretionary management alternatives. Bruce's clients all receive monthly portfolio valuation statements, regular portfolio reviews, ongoing updates of existing holdings, an annual summary of interest and dividends paid, and of course a free subscription to his popular newsletter, Palmer's Perspective. Bruce offers these services to you utilizing either a traditional commission-based structure or as part of a comprehensive fee-based structure. Furthermore Bruce can also help you exercise employee stock options using a client-friendly cashless exercise program and is able to offer you and your company the most comprehensive Group RRSP package available today.
RBC DOMINION SECURITIES
RBC Dominion Securities has been advising individual investors about quality investment opportunities since 1901. The firm's business practices are founded on the belief that success today - and in the future - will be based on the constant recognition that we are in a service business which demands the highest standards of trust, ethics and integrity. Nowhere is the firms' commitment to quality more evident than in the standards of our professional staff who are dedicated to providing you with timely and innovative investment and financial service.
Bruce has access to an international team of skilled financial experts, including research analysts, economists, traders, and investment tax analysts. In fact, our Research Group consists of some 30 professional industry specialists who analyze the majority of Canada's best companies. Bruce draws from these experts' fundamental analyses, as well as other economic, technical and quantitative analyses in order to make timely recommendations to improve your investment performance. In addition, our partnership with the Royal Bank means we offer you the combined skills of two of Canada's leading financial institutions.
