About Us
Guiding You Toward a Stronger Financial Future
A Zephyr, is a soft or gentle breeze. It originates from the Greek word “Zephuros” who was the god of the west wind.
Zephyr Investments deals with clients across Canada, but we are based out of Lethbridge, AB. If you are from Lethbridge, you know one of the most definitive features of the area is the wind tunnel that flows through from the Rocky Mountains (from the west).
Zephyr was named to pay homage to our home, but created to stand up on its own two feet and have a brand/image that is unique to us. We have been fortunate to partner with iA Private Wealth, but at the same time, crave a piece of our own identity that is uniquely us.
Our investment solutions are designed to stand out. Lower volatility funds with strong historical returns for those that don’t want to ride the large waves that the market can make, and higher growth options for those that want better returns than a standard index ETF may offer. These are flexible and can be tailored to your preferences. We realize one size doesn’t fit all, but we will bring you our best ideas before pivoting.
Planning is a critical component of our offering as well, as there is more to good investing than the investments you make! Whether it be tax planning, retirement planning, or estate planning, we understand how necessary it is to consider all of these factors ahead of time.
Investment Advisor
Nick Bruce, CFP®
With 8 years of experience in the investment industry, and 6 years of advising, I have been fortunate to work with many amazing clients, and to learn from multiple mentors. Prior to entering into the industry, I attained my Bachelor’s of Management from the University of Lethbridge. Since starting my career, I have attained the Certified Financial Planner (CFP) designation, and am now working towards my Chartered Investment Manager (CIM) designation.
My passions outside of investing include music (the heavier the better!), gardening, and spending time with my young family.