Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Planner
Born and raised in Brandon, Manitoba, Bruce has spent his lifetime living and working in a small prairie city whose population relies heavily on the agricultural sector. Bruce understands the issues and concerns of both the business and farm communities, and has dedicated his career to assisting people reach their financial and lifestyle goals. Bruce has a wife and two adult children, and spends most of his leisure time golfing, skiing, scuba diving, and travelling. Bruce completed his B.A. at the University of Alberta in 1979, and then entered the Master of Natural Resources program at the University of Manitoba. During that period he began what was to become a career in the financial services industry. Since 1985, Bruce has completed the Canadian Securities Course; Certificate in Financial Planning through the Canadian Institute of Financial Planners; and numerous courses on retirement and estate planning. He joined Assante Financial Management Ltd. in 2001, and was selected as one of the inaugural members of the A.C.T. Council, serving for three years by assisting in the development of policy and programs within Assante branches. Bruce was also selected to the first "Chairman's Council", and has been fortunate enough to qualify for this status on numerous occasions since. Currently, Bruce is a member of the western Regional Advisory Council for Assante, and is once again involved in the determination of programs and policies incorporated for Assante Advisors. Over the past twenty-seven years Bruce has specialized in assisting client families by providing advice on investment, retirement, and estate planning strategies for them. His role as "quarterback" in the Wealth Management process requires him to determine which specialists on his team are called upon to assist clients in reaching their specific goals and dreams.
View published source ↗Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. Assante, through our association with United Financial, also offers high net worth clients the opportunity to take advantage of the Private Client Managed Portfolio program. The Private Client Wealth Plan provides the highest degree of risk management analysis, tax and financial strategies, and wealth and estate transfer planning available in the financial services industry. To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation.
View published source ↗Module 4
Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax laws and econmonic realities.
View published source ↗Module 1
Consultation First, we get to know you, your financial situation and your needs, By understanding your personal dreams and goals we can better understand how we may help you achieve them.
View published source ↗Module 2
Analysis We will conduct a thorough analysis of your current financial situation, drawing on the expertise of Assante's resources both locally and through Assante Wealth Management.
View published source ↗
