A former entrepreneur and executive, David brings a diverse business background, and over 18 years of industry experience to his role. His unique perspective informs a keen understanding of the challenges and opportunities investors face in the practice of prudent and effective wealth management. He understands the value of clarity, confidence, and exemplary client experiences; and he's committed to building enduring relationships with clients who expect excellence. David knows that helping clients find financial peace-of-mind is one of the most important services his team can provide.

Recognized for his work in the community David has supported a number of volunteer Boards of Directors - notably: as the current Secretary of St. Paul's College Foundation; Past President of Immigrant Centre of Manitoba; and Past President of The Winnipeg International Children's Festival. He has worked to promote childhood and youth literacy programs like the Seven Oaks School Division's Wayfinders Program, and he has assisted in the development of the Province of Manitoba's Children's Advocacy Centre project.

A dedicated family man, David is amusingly tolerated by his wife and growing children. Outside of the office he can often be found in various acts of home improvement, cheering at his kids' many activities, or investigating the finer points of barbeque.