Vice President, Senior Investment Advisor
My Clients
As a professional Investment Advisor, I endeavor to work with any potential client to meet their needs. Together we will establish your investment goals according to your personal level of risk tolerance.
For risk tolerant investors I am also able to provide a comprehensive financial opportunity based on many years experience and industry knowledge in the Junior Mining and Oil and gas sectors.
Specialties
- New Issues
- Private Placements
- Short Form Prospectus Financing
- Oil and Gas Stocks
- Junior Mining Stocks
- Flow-through shares
- Balanced Client Portfolio
- US licensed
Professional Background
Born in England; completing his Bachelor of Science Degree at the University of Exeter. A geologist for over 15 years with worldwide experience that included the Middle East, North Sea, Asia and Africa. Twelve years ago with his expertise in the mining and oil and gas industries, he joined the securities industry as an Investment advisor. Dave has a strong knowledge of setting up private companies to go public and completing the IPO financing.
Myself
David and his wife Ella live in West Vancouver with their two children, Jason 20 and Ashton 18. Jason is in his third year of engineering at Queens University. Ashton attends Capillano College where she is a devoted Field Hockey team player. David is an active member of the community.
My Assistant
David has a licensed assistant Enid Luk. As well as being licensed for stocks and bonds she also has her options license and has her Financial Management Advisor Designation with the Canadian Securities Institute.