Bruce Johannson Email & Phone Number

A decisive financial services professional who combines depth in investment and financial analysis and risk assessment with an unwavering commitment to client service to bring excellence to wealth counselling and financial decision making for high net worth clients. Breadth and depth of experience gained at some of Canada’s largest accounting firms, banks, investment dealers and insurance companies, as well as a $140 million pension plan, ensures insightful counsel from a trusted advisor.Some examples of advisory services: * provide wealth counseling to high net worth individuals and families in the areas of investments and general financial planning, as well as estate planning, taxes and insurance, to help clients build "wealth for a lifetime" and plan for retirement. * served for more than 20 years on the Investment Committee of a $140 million pension plan, leading efforts to change asset mix, replace underperforming portfolio managers and institute regular portfolio rebalancing; manager and asset mix changes initiated by the committee have resulted in substantial improvement in the fund’s investment performance. * served as Treasurer for two churches, providing financial leadership, significantly overhauling financial reporting and accounting practices and reviewing options to finance revitalization of an aging building.Two professional designations: * Chartered Financial Analyst * Chartered Professional Accountant (CA, Deloitte & Touche)

Listed skills include Investments, Portfolio Management, Banking, Budgets, and 11 others.