A Senior Wealth Advisor and Financial Planner drawing on more than three decades of experience, David focuses on understanding each client's unique needs, offering personalized financial guidance, and ensuring their peace of mind. His practice is built on trust, confidentiality, and integrity, and he and his team aim to simplify finances, reduce taxes, and identify unique investment opportunities.
David's business is centred on long-term client relationships, with many remaining with him since 1985. As a Certified Financial Planner (CFP) and Fellow of CSI (FCSI), the highest designation from the Canadian Securities Institute, he brings extensive expertise to his clients.
After earning his Bachelor of Science from the University of British Columbia, David started his career as a floor trader at the Vancouver Stock Exchange. He then joined RBC Dominion Securities as an Investment Advisor and has spent the past 30 years as a trusted Senior Wealth Advisor.
David's desire to help people led to his involvement in the financial industry and volunteer activities. His journey began in Bancroft, Ontario, where he developed a strong sense of community involvement. After moving to the North Shore over 30 years ago, he became a dedicated community member, volunteering as a Cub Scout leader and baseball coach and supporting local schools and charities.
Outside of work, David is a devoted husband and proud father to five grown children. He enjoys mountain biking, camping, backcountry skiing, and travelling, and his favourite destinations include Cambodia and Spain. He looks forward to exploring South America and Africa in the coming years.