Philosophy

David provides his clients with peace of mind by helping them to build, maintain and transfer wealth from one generation to the next.

He helps his clients achieve their goals and dreams through a disciplined approach to holistic wealth management.

Honesty and Integrity are the cornerstones of his business, he treats all of his clients the way he would like to be treated as a client.

Process

It's all about you!

Everyone is different and has a unique situation. David's job is to:

• Get to know your situation.
• Determine your goals and objectives.
• Come up with a plan to achieve these goals and objectives.
• Implement and review this plan according to your changing needs and circumstances.

Investment Philosophy

Communication is the key!

Much like when you go to the doctor, the more you tell David the more he can help. He has access to a vast network of other professionals who can be called upon if needed.

Determining your correct asset allocation is half the plan. The other half involves the communication between you and David.

Personal Information

David Graduated from the University of Toronto in 2000 with a B.A. in Bio-Ethics. Prior to Joining Canacord in 2005 David worked for the brokerages associated with Bank owned firms since 2001.

In his spare time David enjoys, chess, traveling, golfing, baseball, basketball, poker, comedy clubs, dancing and fine dining.

Mission

David provides strategies and opportunities to help his clients achieve their financial goals. Whether it is growing wealth, protecting wealth or transferring wealth, his clients receive personalized investment solutions to meet their financial goals.