David Lisbona

Investment Advisor

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David brings a wealth of expertise to his role. David has practiced as a tax attorney with one of Montreal's leading tax firms, and has a strong entrepreneurial background, holding interests in Montreal's premier Medical spa and health club, as well as several of Montreal's highest rated restaurants. On the investment side, David has been a regular business and investing columnist for Quebec 's largest English weekly newspaper for the past five years. In addition, David has been recognized nationally for his many philanthropic contributions.

David's goal is to find the best investment choices for his clients, aligned with their risk tolerance and objectives. To achieve this goal, he relies on a disciplined investment approach that is structured, focused and refined, and he uses it with tremendous rigour.

If you need personal guidance with your investments, David can surely help. Whether you're investing for a business, organization (for profit or not for profit) or yourself, he can custom-design a portfolio to meet your specific needs. As one of David's clients, you will have access to the full spectrum of investments, including stocks, bonds, mutual funds, and insurance.

Let he worry about your financial well-being so you can focus on yours!

Please feel free to contact David and his team today.

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