Investment Management and Risk Management
When you join Terra Cotta, we invite you into the family, offering you exclusive investment opportunities that are typically not available to the general public. We carefully curate independent investment portfolios through our team of registered portfolio managers.
We carefully match you with the right investment opportunities to achieve your personal and financial goals at all crossroads of your life.
Bruce is the co-founder of The Terra Cotta Financial Group and is a member of the Leadership Team. He is responsible for the creation, management, and strategy of the Terra Cotta corporate brand, products, and policy.
Chief Compliance Officer |
Kenji is the Chief Compliance Officer and Portfolio Manager for Terra Cotta Investment Counsel Inc. (TCIC). TCIC is the OSC registrant, a subsidiary of The Terra Cotta Financial Group, providing portfolio management and exempt market dealer services.
With nearly 20 years of investment industry experience, Dave’s passion has been working with entrepreneurial clients who require a detailed, professional approach to wealth management. He began his career in the financial services industry trading equities and options with a large Canadian bank-owned investment firm.
Ryan Patterson works with a variety of high net worth clients, from small business owners to wealthy entrepreneurs and established families. He brings clarity and guidance to their financial, estate planning, insurance and tax strategies. Ryan also has a keen interest in portfolio management and works closely with Terra Cotta Investment Counsel.