100 Ouellette Avenue
|David has been in the financial services industry since 1999 when he joined BMO Nesbitt Burns as an Associate Investment Advisor. In that time he has been successful at preserving wealth and developing strong, risk controlled portfolio strategies. David’s dedication and commitment to excellence has enabled him to develop and maintain very loyal client relationships.
David is registered as a Portfolio Manager, which allows him to manage client investments on a discretionary basis. He is also a US Licensed Registered Investment Advisor; David can deal directly with US resident clients which is an asset living in Windsor, Ontario as it is a border city. In addition, David is also Insurance licensed and a Fellow of the Canadian Securities Institute. All of these designations and licenses give him the knowledge and experience that helps him deliver full service portfolio management and financial plans to our clients.
David was born and raised in Windsor and has strong ties to the community as a member of the Rotary Club of Windsor 1918. In his downtime, he is also an avid fisherman and enjoys the outdoors and spending time with his family.
David Boyd has been featured in Advisor's Edge Magazine. To read the article, click here.