Dianne Bruce, CFP®, FMA, TEP
Senior Investment & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Meet Dianne A. Bruce CIM, FCSI, CFP, FMA, TEP, CLU
Dianne Bruce was born in Dawson Creek, BC, Mile 0 of the Alaska Highway, and has lived and worked in the north all her life, moving to Whitehorse in 1969. Her financial career began at a Whitehorse bank where she specialized in investments. After ten years at the bank she joined an independent mutual fund dealer and was an Investment Advisor and Branch Manager for seven years.
Dianne joined RBC Dominion Securities in 2000, and says the move has only upside for her clients "With Dominion Securities my clients can access unparalleled investment choices, and research and trading expertise of Canada's largest full service brokerage."
Dianne has never stopped being a student and puts her education to use developing individualized investment strategies and financial planning strategies for each client. She is also a dedicated teacher with a sound philosophy; "I have a strong belief in financial education for myself, my clients and for the community at large. My business success is founded on the education that I have pursued and shared with my community." Dianne began teaching the Canadian Securities Course at Yukon College in 1999.
Dianne has completed some of the most respected wealth management courses in Canada:
1993 Canadian Securities Course (CSC) honours
1998 Certified Investment Manager (CIM)
1998 Fellow of the Canadian Securities Institute (FCSI)
1998 Certified Financial Planner (CFP)
1999 Registered Financial Planner (R.F.P.)
2000 Financial Management Advisor (FMA)
2003 Chartered Financial Divorce Specialist (CFDS)
2005 Chartered Life Underwriter (CLU) Dunstall Award
2006 Elder Planner Councilor (EPC)
2006 Certified Health Specialist (CHS), formally the Registered Health Underwriter (RHU) top marks in Canada
2011 Group Benefits Associate (GBA)
2015 Trust and Estate Practitioner (TEP)
2017 Certified Executor Advisor Program (CEA)
2018 Certificate of Estate and Trust Administration, offered by STEP
2018 Retirement Plans Associate (RPA)
2021 Certified Employee Benefits Specialist, Fellow of ISCEBS
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.