Managing Director, Client Wealth Management
We work closely with families to understand what success looks like to them and do everything in our capabilities to help them achieve that.
As one of the most senior Managing Directors in the Client Wealth Management team, Bruce Kagan is entrusted with managing the portfolios of a large subset of our client base, primarily servicing the Greater Toronto Area. Bruce also oversees many of his senior colleagues in the team and provides leadership for the firm’s marketing and brand strategy.
Bruce has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff in 2011, he was Chief Executive Officer of Macquarie Private Wealth and one of its predecessor firms, Blackmont Capital. Previously, he held senior positions at Dundee Securities, CIBC Wood Gundy and Merrill Lynch Canada.
What are your favourite books to recommend?
I love to learn about different cultures and ways of life. “A Fine Balance” by Rohinton Mistry is one of my all-time favourites.
What is your favourite place in the world?
Rome is my favourite city in the world. The blend of history, culture and cuisine is extraordinary.
What is your own investment philosophy?
My own investment philosophy is to set a plan and stick to it. I would also add that when high-quality securities become inexpensive – take advantage of that and do not be afraid of short-term volatility.
DESIGNATIONS & SPECIALTIES
- Chartered Financial Analyst (CFA) charterholder
- Registered Portfolio Manager
- Bachelor of Commerce (Honours), Queen’s University
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