David Boyd

David brings over two decades of experience in the financial services industry, having built a strong track record in wealth preservation and the design of disciplined, risk-managed portfolio strategies. His commitment to excellence and personalized service has helped foster long-standing, trusted relationships with clients. 

As a registered Portfolio Manager, David has the authority to manage client portfolios on a discretionary basis. He is also licensed in insurance, allowing him to integrate protection strategies into comprehensive financial plans. This combination of credentials enables him to provide full-service portfolio management alongside holistic financial planning. 

Born and raised in Windsor, David maintains deep connections to the local community. Outside of work, he enjoys spending time outdoors, reading, and being with his family.