David Barss, CIM, FCSI

Investment Advisor

250-356-4840 | Email me

David has over 20 years of experience working with clients in the investment industry. He carries the Chartered Investment Manager (CIM®) &(FCSI®)  designations and an honours bachelor degree in finance. David is also experienced in corporate risk reduction, and can customize hedging strategies to mitigate risk. He enjoys building solid, long term relationships with his clients and helping them to preserve and grow their wealth. David has been active on various charitable boards and enjoys playing music as principal trumpet in the Victoria Bach Ensemble which he founded in 2003.

Nick Anderson

Nicholas Anderson, CIM, PFP, FCSI

Associate Wealth & Investment Advisor

250-356-4903 | Email me
250-356-4880 | LinkedIn

Nicholas is an accredited Financial Planner & Investment Manager, who takes pride in helping clients build a road map for their financial future. Assessing an appropriate risk tolerance, asset allocation and analyzing a wide variety of investment solutions are important factors in the strategies he develops. Nick has over a decade of experience in the investment industry and has acquired some of the industry's top educational accreditations. His family is central in his life and he is active in various local sports and charitable programs.

In addition to the investment resources accessible through RBC Dominion Securities and RBC Global Asset Management, we also have access to a variety of Wealth Management Professionals who we can draw on for specific needs. Our extended Wealth Management Services team included highly accredited lawyers, accountants and financial planning specialists.