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Bruce's career has spanned over thirty 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. For over the past twenty 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. 

Bruce is a business graduate of Dalhousie University and an active member of the community. He has served as the Chair of the Board of the QEII Health Sciences Centre Foundation, the Treasurer of the Dalhousie University Board of Governors, Elder and Chair of the St. Andrew's Church Board, President of the Dalhousie Alumni Association, Treasurer of the Phoenix House Shelter for Youth, President of the Halifax Help Line and Youth Line and a fundraiser for Ronald McDonald House, IWK Children’s Health Centre, the United Way, the Salvation Army, Symphony Nova Scotia and Cystic Fibrosis Canada. He perennially is one of the top donors across the country in CIBC’s Children’s Miracle Day campaign.

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.

Bruce 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 Laura MacMillan.