Members

Dianne Bruce

Whitehorse
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Dianne Bruce

Member Bio

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Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CDFS
CEA
CFP (Canada)
CIM
CLU
EPC
FCSI
FMA
RFP
TEP

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

IAFP
Advocis
STEP

Education

Some Post Secondary

Assets Under Management

250,000,000-500,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
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