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 McQueen

Financial Planner

Born and raised in Brandon, Manitoba, Bruce has spent his lifetime living and working in a small prairie city whose population relies heavily on the agricultural sector. Bruce understands the issues and concerns of both the business and farm communities, and has dedicated his career to assisting people reach their financial and lifestyle goals. Bruce has a wife and two adult children, and spends most of his leisure time golfing, skiing, scuba diving, and travelling.

Bruce completed his B.A. at the University of Alberta in 1979, and then entered the Master of Natural Resources program at the University of Manitoba. During that period he began what was to become a career in the financial services industry. Since 1985, Bruce has completed the Canadian Securities Course; Certificate in Financial Planning through the Canadian Institute of Financial Planners; and numerous courses on retirement and estate planning. He joined Assante Financial Management Ltd. in 2001, and was selected as one of the inaugural members of the A.C.T. Council, serving for three years by assisting in the development of policy and programs within Assante branches. Bruce was also selected to the first "Chairman's Council", and has been fortunate enough to qualify for this status on numerous occasions since. Currently, Bruce is a member of the western Regional Advisory Council for Assante, and is once again involved in the determination of programs and policies incorporated for Assante Advisors.

Over the past twenty-seven years Bruce has specialized in assisting client families by providing advice on investment, retirement, and estate planning strategies for them. His role as "quarterback" in the Wealth Management process requires him to determine which specialists on his team are called upon to assist clients in reaching their specific goals and dreams.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

Read more

Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

Read more

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

1015-26th Street Suite #30A
Brandon, Manitoba
R7B 2C1 Canada