David has worked in the investment industry since 1986, having joined RBC Dominion Securities in 2000. He specializes in assisting business owners with all-encompassing wealth management strategies, including business succession planning. His clients also include executive professionals, retirees and other high-net-worth individuals and families, with services ranging from investment management to financial and estate planning.
Born and raised in Sudbury, David holds a Bachelor of Mathematics from the University of Waterloo and a Masters of Business Administration degree from Ivey Business School of Western University. He has obtained the Chartered Accountant (now CPA) designation, as well as the Fellow Chartered Accountant (FCA) and Certified Financial Planner (CFP) designations, among many others.
Outside of the office, David has filled leadership roles in several community organizations, including the Greater Sudbury Chamber of Commerce and the Rotary Club Sudbury Sunrisers.