David is the portfolio manager responsible for the investment strategy and overall wealth management planning of our team. He will work with you to gain an in-depth understanding of your unique goals and create an investment plan to help ensure your financial success. For over 30 years, he has remained dedicated to the financial well-being of his clients, guided by the essential principles of trust, integrity and accountability. David holds a Bachelor of Arts in Economics from McGill University and has obtained the Canadian Investment Manager (CIM) designation. He has also attained the Portfolio Manager title within RBC, allowing him to offer discretionary portfolio management services. As an expert in his field, he employs fundamental and technical analysis to drive timely and profitable investment decisions to add value to your portfolio.
