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 Advisor & Financial Planner

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

Nicholas is an accredited Financial Planner, who takes pride in helping clients build a road map for their financial future. Developing plans to help clients better understand how to utilize their resources in order to achieve their goals. Proper risk tolerance, asset allocation and analysis of investment solutions are important factors in the strategies he develops. Nick graduated from UVic with a degree in Economics with his studies geared towards finance, and has continued his education with a number of industry accreditations. Friends, family, and the community are important facets in his life. As a result 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.