First Canadian Place
100 King St. W, 38th Floor
David has been in the wealth management industry for over 13 years and has extensive experience managing the financial affairs of families. He believes in a conservative, planning approach to investment and wealth management.
As a sign of his professionalism and dedication to the industry and to his clients, he has obtained significant education in his chosen field. He has a Bachelor of Commerce from Mount Allison University, a Master of Business Administration from Queen’s University School of Business, and is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER® (CFP). He started his career in retail banking at Scotiabank in Vancouver, British Columbia.
In his spare time David enjoys strength training, boxing and baseball. He, his wife and son live in downtown Toronto.