David specializes in providing conservative wealth management advice and strategies. He assists high net-worth individuals, families, and businesses build, preserve and transfer wealth.
David is a Certified Financial Planner (CFP) who has spent the last 22 years serving high net-worth investors and their families. Prior to joining Dominion Securities in 2008, David worked as an advisor with a major Canadian financial institution, assisting with both wealth management and banking services. He has attained the Canadian Investment Management (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. He is also a graduate of the University of Victoria, where he completed his Bachelor’s degree in Economics.
In his free time, David enjoys exercising and testing out new recipes for his family. He lives in Victoria, BC with his wife, two teenage daughters and numerous pets.
