Vice President - Investment Advisor

David Loftus is a Vice President and Investment Advisor of Canaccord Capital.  David's disciplined investment approach has evolved over his 18 years in the financial industry while providing exceptional service and returns. 

Wes Korhonen, with 5 years as David's licensed assistant, heads the marketing and advertising initiatives as well as his primary role providing outstanding customer service. 

The Loftus Investment Team is committed to offering clients the highest standard of personal service in the financial industry through their prompt, courteous and professional attention to client needs.

The Loftus Investment Team uses a combination of both bottom-up and top-down investment strategies, with a focus on generating superior long-term returns.  They conduct extensive research and analysis on individual companies while remaining cognizant of the overall economic environment.  They look for companies with strong fundamentals and financials focusing on strong barriers to entry, solid management, recurring demand, industry leading profit margins, superior growth in free cash flow, and a strong balance sheet with low leverage.

The Loftus Investment Team starts the investment process with their clients by formulating a long-term investment strategy that will meet their investment objectives, time horizon, available capital and their risk profile.  Understanding their clients allows the Loftus Investment Team to create a plan to achieve their clients' financial goals.

They believe that choosing an appropriate asset allocation strategy and conducting periodic reviews will ensure they are aware of their clients' changing long-term investment goals.  This will allow them to help their clients reach their desired return with the lowest amount of risk possible.

The Loftus Investment Team has clients ranging from the young entrepreneur to the comfortably retired.  As a client of Canaccord Capital, you are assured freedom of choice and sound, unbiased advice with the Loftus Investment Team.

As a member of an independent financial services firm, we are committed to serving our clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides our clients with The Independent Advantage:

• Clients first, always
• Sound, unbiased advice
• Innovative financial solutions

Feel free to contact The Loftus Investment Team to discuss your financial objectives, dreams and concerns so we can create an informed long-term financial plan tailored to meet those goals.