|Platinum||Financial Advisors in Financial|
We invite you to experience the professional excellence and service provided by Dave and his team, and to discover why his client-focused approach has received recognition in both the local and national media.
As a Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Industry (FCSI), Dave works hands-on with clients to find the best investment and income opportunities that are available.
For each client, Dave constructs a personalized total wealth strategy, bringing together investments, insurance, and long-range financial planning for maximum benefit. Clients also get access to an experienced team of financial specialists for life insurance, private banking and estate planning strategies that coordinate their financial affairs.
As a Certified Financial Planner (CFP), Dave aims to provide thoughtful, relevant financial advice to his clients. Dave works with multiple generations, and his expertise is particularly well-suited to professionals, seniors and business owners.