About
Bruce McConnachie
Position: Financial Advisor and Portfolio Manager
About
Born and raised on the West Coast of Canada www.city.vancouver.bc.ca , I grew up in an environment of successful business owners and investors. My family carried a strong entrepreneurial spirit from the very first days of immigration from Scotland around 1910 and this carried through succeeding generations.
I developed experience in financial services at a very early age and carried this through with formal academic training at the University of BC ( www.ubc.ca ) graduating with a major in finance and followed this up with a designation in accounting. I gained further hands on training in banking with the Royal Bank of Canada ( www.royalbank.com ) and in forestry with MacMillan Bloedel (now Weyerhauser , www.weyerhaeuser.com ) and later in real estate as both an agent and owner of a successful business (www.remax.ca ).
I have been directly involved in financial services since the mid 80′s and focus on assisting individuals with the private management of their portfolios and overall financial plan. As both a Certified General Accountant (CGA) and Certified Financial Planner (CFP)), I bring to my clients a combination of experience and training to identify and plan for their needs and requirements.
Education / Qualifications
I hold a Bachelor of Commerce (UBC ) with majors in Finance and Real Estate. In the securities field I hold several designations.
Personal Interests
Outside of work you will find me doing wood crafts in my shop or skippering my boat, the “Hasta La Vista” around our beautiful Gulf Islands. I also enjoy tennis and playing cards, with duplicate bridge being a particular passion.
With three grown children, I am now the proud grandfather of five (and counting) grandchildren.
I do volunteer work as a director on the Ladner Business Association www.ladnerbusiness.com and the LBA Scholarship Society. As well, I serve as a crew member for Search and Rescue (SAR) with the Canadian Coast Guard Auxiliary, www.robertsbanklifeboat.ca
