Strategic insight and innovative thinking

David Clark is an Associate Portfolio Manager and Wealth Advisor at RBC Dominion Securities. With a commitment to excellence and passion for delivering results, our team brings a unique blend of strategic insight and innovative thinking to the table.

Our approach is to serve as an outsourced Chief Investment Officer dedicated to crafting and managing institutional-grade portfolios. We leverage our internal expertise and trusted third-party money managers to meticulously construct portfolios that align perfectly with the distinctive goals and objectives of our clients. Guided by a deep understanding of market dynamics and a relentless pursuit of your financial goals, our mission is to help you navigate the complexities of the financial world and build a secure and prosperous future.

David has a wealth of experience in the financial industry, having worked as a vice president at a leading Canadian wealth management boutique for nearly a decade. Prior to that, David honed his expertise at RBC Global Asset Management and Phillips Hager & North Investment Management. He is a certified investment professional, having earned the Chartered Investment Management (CIM) designation, and attended the William’s School of Business at Bishop’s University.

Our guiding principles

Our goal is to help you make informed, sound financial decisions while managing your emotions and understanding the principles of money management. Some of these principles include:

Patience pays off

Investing is a long-term game. Stay patient and avoid impulsive decisions, as time in the market is often more important than timing the market.

Define your financial goals

Clearly define your financial objectives and make a plan to achieve them. Having specific goals can keep you motivated and on track.

Learn from history

Historical market events can provide valuable insights. Understanding past financial crises can help you navigate future uncertainties.

Focus on what you can control

You can't control the stock market, but you can control your savings rate and spending habits. Concentrate on factors within your control to build financial security.

Risk is part of the game

Every investment involves some level of risk. Diversify your investments to manage risk, but don't avoid it entirely, as it can be a source of growth.

Understand your emotions

Emotions like fear and greed can lead to poor financial choices. Be aware of your feelings and how they influence your financial decisions.

Compound interest is powerful

Start saving and investing early. The magic of compound interest can turn small, regular contributions into substantial wealth over time.

Stay adaptable

Be flexible in your financial strategy. Life circumstances change, and your financial plan should evolve with them.

David Clark, CIM

Associate Portfolio Manager & Wealth Advisor

Phone Number416-974-8164
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Email me

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