Bruce began his investment career in 1985 as an Investment Advisor with Nesbitt Burns. He was the Regional Manager for Fortune Financial Corp. in Nova Scotia from 1990 to 2001. As part of the team, Bruce offers complete financial planning services, estate planning* and tax planning strategies for both individuals and businesses.
As an Investment Advisor, I am able to service clients in Nova Scotia, Ontario, Quebec, New Brunswick, Newfoundland and Labrador, Alberta. If you live outside of this jurisdiction, please contact the Canaccord office nearest you. Click here to send us an email.
Eric S. Richards, PFP
I began my financial services career in 1982 with The Bank of Nova Scotia. I worked as a Senior Account Manager with Central Trust and eventually became a branch manager with TD Bank. I left TD in 1998 to pursue a career that would allow me to focus on providing clients with full-service independent financial advice and solutions. I worked as an Investment Advisor with BMO Nesbitt Burns and with Blackmont Capital until 2009 when I moved my business to Canaccord Genuity Wealth Management.
As a banker for 20 years, my financial background has created a solid foundation that continues to enable me to address all areas of my clients' financial well-being. In fact, my experience and knowledge provides me specialization in areas that are beyond the scope of many other investment advisors. It also allows me to be more innovative when completing financial plans. I hold the Professional Financial Planner designation and am licensed to provide a full range of life insurance products.
As a member of Canada’s premier independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with an independent advantage.
I live and work in Halifax. My wife Cathy and I have two children, Amy and Andy. I spend as much leisure time as possible on the water sailing and boating around Nova Scotia. While I am passionate about my work, I believe in spending quality time with family, friends and living life to the fullest each and every day.
Shannon Jones, CIM, PFP
Investment Advisor Assistant
Shannon began working with me in August 2013, however, is not a new face to our office. She joined Canaccord Genuity as the Branch Administrator in 2009, and has recently become a valued member of my team as an Investment Advisor Associate. Shannon brings a wealth of knowledge and experience to our team. Her ability to provide clients with a high degree of support and service is her key objective.
A strong believer in personal growth and continued education, Shannon earned the Governor General Academic Medal for academic achievement at Nova Scotia Community College and her Canadian Investment Manager (CIM) and Professional Financial Planning (PFP) designations. She currently attends Saint Mary’s University part time working towards her degree in Accounting.
Shannon lives in Halifax and enjoys travelling, theatre, and running; completing her first half marathon in October 2012!
Purdy's Wharf Tower II
1969 Upper Water Street, Suite 2004
Halifax, Nova Scotia
B3J 3R7 Canada