Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation
Dianne Bruce, Yukon
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 10 years at the bank Ms Bruce joined an independent mutual fund dealer and was an Investment Advisor and Branch Manager for 7 years. Ms Bruce began teaching the Canadian Securities Course at Yukon College in 1999, and joined RBC Dominion Securities in 2000.
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Ms Bruce has completed some of the most respected wealth management courses in Canada:
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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 Financial Divorce Specialist (FDS)
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)
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Learn more about Dianne Bruce’s Chartered Financial Divorce practice here: