Dave provides access to a comprehensive range of services to help clients build and protect their wealth. A graduate of the Institute of Canadian Bankers’ personal financial planning program, he obtained his Personal Financial Planning diploma in 1998.
With over 40 years of RBC service, including previous experience in personal and business lending, branch management and investment and retirement planning, Dave’s breadth of experience and expertise helps ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
Dave and his team of professionals take a holistic approach to the management of clients’ financial affairs with the goal of ensuring that decisions made with respect to investment, retirement, tax, insurance and estate planning are aligned in such a way that will enable clients to realize all of their financial objectives. To do so, he designs plans that are custom-tailored to meet the needs of each client and he performs ongoing reviews to ensure that they remain on track.
Dave is actively involved in the community and is a dedicated member, and past president, of the St. Catharines Kiwanis Club. He is a St. Catharines native and resides here with his wife Sandie. His son Mark is following in Dave’s footsteps. He has 9 years of experience with RBC and began working for RBC Dominion Securities in January 2016. He lives in St. Catharines with his wife Andi and their two children. Dave’s daughter, Elizabeth, is a Radiation Therapist and also resides in St Catharines with her husband Doug.