A Wealth of Experience
After graduating from the University of Toronto I entered into the financial services industry and have over 20 years of experience. I am also a holder of the Certified Financial Planner designation (CFP). This advanced designation allows me to provide financial planning advice in areas such as Retirement and Income Planning, Protection planning and Will and Estate Planning.
Using conservative investments strategies, I can help you build long-term wealth while focusing on capital preservation. With this customized and comprehensive approach I can help you create tax-efficient retirement income, minimize taxes, and create a lasting legacy acording to your wishes.
A Proven Process
In building your custom tailored-Portfolio, David will follow a proven process to identify your investment style and the best opportunities for your situation.
Step 1 Discussion: In your first meeting, David will take the time to understand your needs and goals so he has a clear picture of your long term vision.
Step 2 Review: Having a clear understanding of your current financial situation helps David create the most appropriate financial plan for your needs. It also helps you understand where you are now, and how we can help you reach your goals.
Step 3 Create your plan and develop recommendations: Next, we analyze your financial and personal information to develop objectives with smart, time-tested strategies to help you achieve your goals.
Step 4 Present your customized strategy: David will then present your customized plan and explain the strategies to help you understand how your wealth is working towards your goals.
Step 5 Implement your plan: Once you have approved plan, David will draw from a wide selection of world-class products and services to implement your strategies.
Step 6 Monitor and review: David will meet with you at times that are convenient for you to review your situation to ensure your financial objectives are being met in light of your changing needs and the evolving markets.
IT'S ALL ABOUT BUILDING TRUST.
As we work together, your financial needs and goals can change or a new circumstance will arise. It is important to let me know when this happens. Keeping me up to date ensures I always understand your current needs, which means I can give you the best possible advice.