INVESTMENT AND RETIREMENT PLANNING SPECIALIST, INVESTMENT REPRESENTATIVE
David specializes in providing comprehensive financial advice to business owners entrepreneurs and the individual investor. His success in developing creative business strategies while adapting to a changing world is a continual inspiration to both his clients and colleagues.
David has been actively qualifying for the “Million Dollar Round Table” since 1998, an elite association that acknowledges the top 3% of financial professionals worldwide.
David has earned his CFP (Certified Financial Planner) and CSA (Certified Senior Advisor) designation. The CFP marks identify individuals who are dedicated to the highest level of professionalism in providing financial planning advice. The CFP credential assures that the planner adheres to internationally recognized professional standards of competence and ethical practice as set in Canada by the not-for-profit Financial Planners Standards Council (FPSC). CFP standards include requirements in education, examination, experience and ethics.
Over the years I have had the privilege of meeting some great people. Those who have helped me learn and understand the value of financial planning in one’s life.
My Mother always said, “You were born a teacher”. Well, in some ways I feel like I am truly just that. I now realize that teaching individuals the value of financial management is truly what gives me the greatest energy.
For hundreds of years, the teachings about money management have brought us to the same conclusion: “Your financial success is predictable if you truly follow the rules”. My goal with my clients and friends is to help them make the right financial choices day after day, year after year.
When we look back on those successful habits and decisions over our lifetime, financial greatness will happen, not just for us but for future generations.
David is born and raised in Niagara Falls and currently resides there with his wife and family.
Office Phone: 905-682-5789 x224