Who We Help


David's approach is to help families who are overwhelmed by their financial complexities and need professional, tailored guidance under one "umbrella".  They range from young people starting their careers, pre-retirees, business owners, multi-generational wealth, to professionals  who require assistance with their personal assets and co-ordinate their multi-faceted financial needs.

Everyone's path is different and we customize a solution to accommodate your path.  David will help you

  • Clarify your individual needs such as Financial Planning and Tax Strategies
  • Establish specific goals such as Retiring with Confidence, Saving for a Rainy Day
  • Bring together all the solutions you need to effectively manage your wealth to give you simplicity and convenience

For a free meeting to discuss your financial path call:

David Roy, CFP 250-356-4883