Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor, John S. Bruce

“It is change, continuing change, inevitable change that is the dominant factor in society today. No sensible decision can be made any longer without taking into account not only the world as it is, but the world as it will be.”

— ISAAC ASIMOV

 Each client has specific needs and different requirements with their finances. Whether you are just starting to invest or are experienced and knowledgeable my approach looks at the total financial picture, encompassing Investments, debts and assets, Insurance and estate planning.

For clients that are young in their investment experience, I start with a comprehensive look at how their finances are structured, how they utilize debt and what their savings and investment experience have been. I then create a simple yet comprehensive plan that addresses debt management, insurance and investing. If this plan is followed they will find themselves debt free and building wealth years sooner then they might have done otherwise.

For those clients that have a basic understanding of the principles of saving and investing, my approach is to review their existing investments and to build on those assets they have acquired and introduce more sophisticated investment techniques that may involve the strategic and conservative use of equity options to protect downside and maximize upside potential while generating additional income. For seniors and retirees, I look at their lifestyle demands and mutually decide on an investment plan that takes into consideration the financial needs they will have through their golden years, and balance growth with safety.

I service clients in British Columbia, Alberta, and Quebec (I speak French).

John S. Bruce
Ottawa Investment Advisor
Also licensed in ON, BC, AB, QC
jbruce@mackieresearch.com
Direct Line- 613-491-3344
Fax- 613-491-2292
Toll Free- 866-860-4190

Assistant – Brian Donegan
Direct Line- 416-860-7787
Fax- 416-860-7671
Toll Free- 1-844-860-7787
bdonegan@mackieresearch.com

Mackie Research Capital
5355 McLean Crescent
Manotick, ON
K4M 1E3

 


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