David has worked in the financial services industry for over 30 years and has spent more than 25 years advising individuals on their personal financial plans and investments. He has a developed a deep understanding of trusts, estates and the complexity of multi-generational planning.
David holds a BA in Economics and Political Science from McMaster University. He is a Registered Representative through IIROC and holds the Personal Financial Planning (PFP®) and Certified Financial Planner (CFP®) designations.
David previously worked for the federal government, where he co-authored a report for the Department of Finance that led to a federal tax credit to help parents fund their children’s organized fitness. With his experience in government, banking, trusts and investments, David offers his clients valuable insights into many areas of financial services.
Outside of work, David is active in his community, having served as past Director of the Port Moody Art Centre, President of the Port Moody Aquarian Swim Club and Vice President for Water Polo with the BC Summer Swim Association. He enjoys travelling and spending time with his family and friends.
