As your initial point of contact, David focuses on overall wealth management and portfolio construction. His legal background gives him the unique ability to consult on family and business tax structures, will and estate issues, and charitable giving strategies. His disciplined investment strategy focuses on modern portfolio theory and diversification through alternative investments including private equity and hedge funds.
David received his BA in Economics and Political Science from McGill University and his Juris Doctorate (Hons.) from Bond University. He was admitted to the New York Bar in 2008. He has worked, studied and lived in Australia, China, Chicago, New York, and Toronto. He earned his Family Enterprise Advisor designation in 2022.
Outside the office, David can usually be found enjoying the outdoors of Northern Ontario with his wife and three boys. He is an avid sportsman, boater, skier, kite surfer, and golfer. He is actively involved in many charitable organizations including Childhood Cancer Canada, Good Foot Delivery, The Georgian Bay Land Trust, and Ducks Unlimited.
