Guiding you through major life transitions

It all starts off with a conversation.

Investment Managment 

  • Evidence-based portfolio tailored to your goals and risk appetite.
  • Structured, diversified portfolio built on research not emotion.
  • Tactical Strategies to balance risk and to take advantage of market trends and economic conditions.


Download BMO Five lenses strategy guide.

I help professionals and business owners in the Hamilton, Burlington, Oakville region build structured, tax-efficient investment and retirement strategies. Whether you're accumulating wealth, preparing for retirement, or managing your estate, our goal is to provide clarity, structure, and provide peace of mind.

Financial Planning


Acting as your quarterback throughout the complex process of managing wealth. I will work with internal and external partners to help you:

  • Articulate your goals
  • Review your tax situation
  • Review your investments
  • Identify and manage risks
  • Create a strategy to generate retirement income
  • Prepare a tax-conscious estate
  • Build your unique legacy

 

Our Process is Built for Consistency

Analyze. Construct. Monitor. Adapt.

Your financial future isn’t going to plan itself, that’s where we come in.

Get started with a complimentary, no obligation conversation with David by calling 905-681-6720 or email david.malyga@nbpcd.com