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One of Top 50 Financial Advisors in Canada (Wealth Professional magazine 2014, 2015, 2018, & 2022).
In 2002, David “wrote the book” on how financial advisors build a practice around their clients’ needs, with his groundbreaking course for advisors called The Structure of the Client-Centered Practice. This was used for over 10 years in training by financial firms. David also authored the Canadian Bestseller Managing the Bull - A No-Nonsense Approach to Personal Finance, which helps people from all walks of life use the proven principles of financial planning to turn their dreams into achievable goals.
CAREER HIGHLIGHTS
David helped pioneer fee-for-service financial planning and
independent advice in Canada. He was a founding board member and
Director of Ethics & Practice Standards for the Institute of
Advanced Financial Planners (IAFP) and was lead author of the Code of
Professional Ethics and Professional Standards of Practice for
R.F.P.s. David is also a past Chair of the Manitoba Chapter of the
Society of Trust and Estate Practitioners (STEP) and of the CAFP.
David has written a weekly Winnipeg Free Press newspaper column, Dollars and Sense, since 1994, has hosted a radio show on personal finance, and has been a featured guest on radio and TV countless times. He has been requested for speaking engagements spanning a wide variety of professions and associations, including Advocis, IAFP, CIFP, STEP, YPO, consumer groups, and investment dealers.
AWARDS AND RECOGNITION
In addition to being named a Canadian Top 50 Financial Advisor
in 2014, 2015, 2018, and 2022, and a Fellow of the Financial Planning
Standards Council in 2013, David has been awarded many professional
awards, most recently named as a Best in Province Advisor by the Globe
and Mail. He and his team were awarded the STEP Private Client Award
for 2010 and 2011 and shortlisted in 2016, in the category of
Independent Financial Advisor Team of the Year, by the worldwide
Society of Trust and Estate Practitioners.
Governor General Ray Hnatyshyn presented David with the Governor General's Canada 125 Commemorative Medal for contribution to Canada and community, for work on boards such as the WSO, RMTC, MCO, Winnipeg Children's Festival, Alzheimer's Society of Manitoba, and the Winnipeg Chamber of Commerce.
PERSONAL ACTIVITIES
David is married to Vera Steinberger and proud father of Sarah
and Taylor. He enjoys regular sailing, skiing, travel, and playing
bass guitar, with a high point in his career playing on stage with the
band The Commitments in Shannon, Ireland. Dave is a founding board
member, perennial competitor, and occasional winner of Winn$tock, the
annual Winnipeg financial services battle of the bands, which has
raised over $1 million for worthy causes since 2004.