David has been in the Financial Services Industry since 1980 starting out with RBC Dominion Securities through the Pemberton Securities Merger. David is highly experienced in the industry and has helped his clients through many different markets.
Truly believer in continuing education, David added numerous honored designations to his name such as Canadian Securities Registered Representative, Fellow Canadian Securities Institute (FCSI), Member of the RBC Dominion Securities Retail Advisory Board, Life Underwriter of Canada Association Member (LUAC) and Chartered Financial Planner (CFP). He is also Vice-President of the RBC Dominion Securities Vernon Branch.
Trust and integrity are the cornerstones of David's practice. David focuses on providing above average cash flow for his income oriented clients. His commitment to personalized service allows his retired clients carefree ability to travel and enjoy life!
Dave has received numerous awards over the years most notably being a semi-finalist of the Investment Dealers Association of Canada 1991 Award of DISTINCTION (Pacific Division). The DISTINCTION is a national award program that recognizes outstanding investment advisors who exemplify the highest standards of dedication and professionalism in the Canadian securities industry. Candidates for the Award of DISTINCTION are evaluated on their ability to provide superior client service; their thorough knowledge of industry rules, products and services; and a solid record of educational achievements and community involvement.
He has also been an RBC Dominion Securities Counsel Member for more than 25 years.
When away from work, David enjoys archery, tennis, photography and sailing. He has been a participant and a Chairman of the Vernon Charity Regatta for over a decade – yes that's his boat in the picture. Dave and his wife have raised their family here in Vernon.