David’s passion for the markets began at an early age investing for himself and his family. While attending the Sauder School of Business at the University of British Columbia, David won the school’s annual Portfolio Management Competition before graduating, with Honours, with a Bachelor of Commerce degree specializing in finance.
In his career, David has held positions with Canada’s three largest financial institutions and prior to joining RBC was a Vice President of Sales for one of the world’s largest global asset management firms. In this role, David was able to develop best practices from first-hand experience working closely with investment advisors across the country.
With over 16 years of financial industry experience, David’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. A firm believer in ongoing education, David is a Chartered Financial Analyst (CFA) Charterholder, and always strives to manage his clients’ assets with the highest degree of care, ethics and professionalism.
David works with individuals, corporations and foundations to address their financial planning and wealth management goals. He prides himself on knowing his clients’ individual circumstances and provides tailored custom advice centered around mutual trust and clear communication.
Outside the office David enjoys sports and travel. He is an avid golfer and likes to travel the globe to play the world’s greatest golf courses. He also loves baseball as well as running. David strongly believes in giving back to the community and is happy to support and volunteer to local causes.
