Senior Wealth Advisor & Portfolio Manager
David's primary focus is working with you to create your "personal financial lifestyle vision" and "prosperity roadmap". These form the foundation of his work with you. Upon completion of these, David and the team collaborate with you and your family in delivering a comprehensive "family office" service. This includes the careful coordination of planning, investment, insurance, estate planning, taxation and cash flow. This may sound complicated initially, but this approach brings necessary clarity, simplicity and convenience to your financial lives.
David graduated from the University of New Brunswick and later received his Master's in Business Administration from Dalhousie University. Over his 30 year career, David has been acknowledged in many ways; however his greatest acknowledgement has been the success of his clients.
David and his wife Heather have three boys. He enjoys playing hockey in his free time and strongly believes in the benefits of a healthy lifestyle.