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Scott Bruce

Senior Portfolio Manager

  • CFA®
  • FCSI®
  • CFP®

Working together to help you achieve what truly matters to you

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Scott Bruce

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As a Portfolio Manager with the Vancouver office of the TD Wealth Private Investment Counsel, I am responsible for meeting the investment counselling needs of clients throughout British Columbia. With over eighteen years of experience, I bring a depth of personal knowledge, professional expertise and practical experience to my clients. I have spent a majority of my career providing investment advice to high net worth investors throughout BC. Prior to joining TD Wealth I oversaw the BC operations of a national investment counselling firm providing customized portfolio solutions. Prior to that, I was part of the investment services team for a major Canadian's bank global private banking & trust operations. I am affiliated with the following professional associations: CFA Institute, The Financial Planning Standards Council of Canada and the Canadian Securities Institute. In my spare time I enjoy travelling, hiking and live theatre.


ADDITIONAL CONTACT

Toll Free: (800) 807-0105

LANGUAGES

English

EDUCATION

Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner (CFP), Certified Investment Manager (CIM), Bachelor of Commerce – University of Calgary

Getting to know the full picture

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

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Creating a Legacy

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

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We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Luke MlynarczykTax and Estate Planner

Ross HagenEstate Planning Advisor

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

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When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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