Bruce Towler

Bruce L. Towler, FCPA, FCA, FCSI, CFP®, CIM®

Investment Advisor, Portfolio Manager

Bruce's career has spanned forty years in the professional services industry. The first part of his career was spent as a Chartered Accountant and security valuation specialist with Clarkson Gordon (later Ernst & Young) in Halifax where he developed an extensive knowledge of security valuation and risk management. For over the past thirty years, he has specialized in portfolio management and estate planning, focusing on the financial and investment needs of high net worth families, trusts and foundations. Risk management is an overarching aspect of this overall investment management strategy.

He is the Senior Portfolio Manager on the team responsible along with Sven Stammberger for the overall investment policy and portfolio design for all client accounts. He is assisted in the communication of any portfolio changes and client updates by Sven and associates Laura MacMillan and Oliva Smith.

Bruce is an active volunteer in the community, having served as Treasurer and Chair of the Audit and Governance Committees of the Board of Dalhousie University, Board Chair and Investment Committee Chair of the QEII Health Sciences Centre Foundation, Chair of the St. Andrew's United Church Board, Treasurer of the Phoenix House Shelter for Youth, President of the Halifax Help Line and Youth Line and an active fundraiser for Ronald McDonald House Atlantic, IWK Children’s Health Centre, the United Way, the Salvation Army, Symphony Nova Scotia and Cystic Fibrosis Canada. He is regularly one of the top donors nationally to CIBC’s annual Miracle Day campaign for children’s causes.

In addition to his community activities, his professional volunteerism includes serving as President of the Institute of Chartered Accountants of Nova Scotia and Chair of the CIBC Wood Gundy National Advisory Board. He has also lectured for the Atlantic School of Chartered Accountancy in the areas of finance, security valuation and taxation. In recognition of his leadership in the accounting profession he was awarded the Fellow Chartered Accountant designation in 2003.