The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Bruce McKerracher, CFP, CPA, CA

Financial Advisor

Bruce McKerracher CFP®, CPA, CA

Financial Advisor

Bruce is a Chartered Accountant and a Certified Financial Planner. He graduated with a Bachelor of Commerce from the University of Toronto in Mississauga. He has lived and worked in the Mississauga/Oakville area for the past 25 years. He has over 30 years of experience helping clients with all aspects of their financial, tax, retirement and estate planning needs.

Outside the office Bruce enjoys golf, curling, performing annually in over 25 local community fundraising parades, and performances playing marching bells with the Top Hat Marching Orchestra out of Burlington and the Rameses Shrine Drum Corps out of Toronto.

Bruce has been very active in the community as an Officer, Member, Volunteer or Coach with the following organizations:

Rameses Shriners in Toronto since 2000

Rameses Shrine Drum Corps in Toronto since 2001

Top Hat Marching Orchestra in Burlington since 2007

Kinsmen Club of Erin Mills in Mississauga since 1994

Oakville Shrine Club since 2001

ErinoakKids in Mississauga since 1999

Masonic Lodge in Port Credit since 1996

Board of Trustees and Past Finance Chair at a United Church in Toronto since 1985

Peel Shrine Club in Brampton 2001 to 2003

Salvation Army 1995 to 2004

CNIB 1999 to 2002

Mississauga Girls' Hockey League 2003 to 2005

Mississauga Girls' Baseball League 2000 to 2004

Milton Girls' Fastball League 1998 to 2000

Erindale Little League Girls' T-Ball and Fastball 1995 to 1997

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When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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When you retire, financial literacy expands

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Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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Bruce McKerracher CFP, CPA, CA

Financial Advisor

Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



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Office Address

1 City Centre Drive Suite 1530
Mississauga, Ontario
L5B 1M2 Canada