David is a seasoned financial veteran with 15 years of financial services experience at RBC Dominion Securities. As senior portfolio manager and wealth advisor, he takes a big-picture approach to managing our clients’ wealth, building an all-encompassing roadmap that is truly personalized to their personal, family, and business goals. David also takes a hands-on approach to investment management, leading the planning and execution of our bespoke investment strategy and aligning it with the short- and long-term needs of our diverse client base. Having started his career amidst the Great Recession of 2008, David recognizes the immense responsibility of his role and aims to provide a deep sense of calm through the market fluctuations.
David earned his Bachelor of Arts (Honours) in Economics from Queen’s University, and his Master of Science degree in International Strategy and Economics from the University of St Andrews in Scotland. He is also a Chartered Financial Analyst (CFA) charterholder, the apex designation for financial professionals that highlights their commitment to a high standard of ethics and a deep understanding of the global financial industry.
Outside of the office, David values spending time with his wife and their three children in the west end of Toronto. He is also passionate about golf, enjoys travelling and finding new restaurants, and is a proud supporter of the Parkdale Food Bank and Big Brothers Big Sisters of Toronto.