David Duquette
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I am a Senior Investment Advisor and Senior Portfolio Manager with over 20 years’ experience and I am a proud member of Pinnacle Family Wealth Advisory Group, a team of professionals comprised of Merissa Clarke, Jade Dallamore and Matt Sanborn. Together, we collaborate to understand our clients’ goals, value and priorities to develop a tailored plan to meet each client’s financial objectives.
We have successfully worked with a variety of clients from individuals and families to businesses and charities, using reputable scientific and academic techniques and strategies for wealth management and capital preservation. My investment advice goes beyond investment options, often delving into tax efficiencies, risk management, generational planning and estate planning, engaging TD specialists where needed.
I am passionate about engaging with clients to enhance their financial understanding and empower them to make informed decisions. I have shared my knowledge on national radio shows and in financial publications. My experience extends to serving as an adjudicator on the CIRO Hearing Committee and previously on our industry's self-regulatory body as a District Council Member, which aligns with my commitment to ethical financial practices. I have previously held positions as Branch Manager and Regional Manager at leading financial institutions.
Phone
Fax
(250) 356-4166
Certificates
CFP®
CIM®
CIWM
Languages
English
Education
Fellow of Canadian Securities Institute (FCSI®)
Community Involvement
In the past, David has participated in many local charitable foundations as a Board member sharing some of his valuable experience and knowledge to better the surrounding community, and hopes to continue with this.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
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Money Talk
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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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