David has been in the financial services and wealth management industry since 1998. As the lead of our team, he takes a big-picture approach to investment planning, ensuring all aspects of your wealth are accounted for and designing a multi-faceted strategy to meet your goals. In addition to investment management, this process involves coordinating with his network of financial specialists to provide advice and solutions in the areas of financial planning, Will and estate planning, business succession planning, tax strategy design and more. He is also a licensed Discretionary Portfolio Manager, and is responsible for the day-to-day management of your investment portfolio.
As a Portfolio Manager, David ranks among a select group of Advisors at RBC Dominion Securities who are qualified to offer Private Investment Management – our premium advisor-managed portfolio service. Through this service, David can handle the day-to-day management of your investment portfolio, taking advantage of market opportunities quickly. Portfolio Manager is one of the highest designations available in the investment industry and reserved for advisors who have consistently demonstrated a commitment to the highest standards of ethics and professionalism.
David also holds his insurance license and is a member of the firm’s Executive Council – a group comprised of some of our most successful Portfolio Managers and Investment Advisors.