David Murray, CFP, CIM, CAIA
Investment Advisor and Financial Planner
B.A., Western University
Certificate in Accounting, York University
CERTIFIED FINANCIAL PLANNER® or CFP® designation
CIM, Chartered Investment Manager®
CAIA, Chartered Alternative Investment Analyst®
Life Insurance Advisor for BMO Nesbitt Burns Financial Services Inc
I have over 25 years experience in the Mutual Fund and Hedge Fund Industry that directly relates to many of my client investment profiles. I combine that investment experience with Financial Planning, Retirement Income Planning, Estate and Tax Planning, Risk Management and award-winning market research from BMO Nesbitt Burns to meet my clients goals.
I reside in Ajax with my wife, 16 year old daughter and 14 year old son.
I am happy to serve clients right across Ontario, Alberta, B.C. and Yukon.