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As a professional specializing in wealth accumulation and management strategies, David's knowledge and experience enable him to apply real financial science to the distinctive and professional services that he offers. He takes the time to understand each family’s unique circumstances and implements proven solutions. David’s client families are treated to an exceptional experience, receiving the best available advice to deliver superior financial results.
David is a relationship-builder who uses a defined, disciplined process to determine where his clients are now versus where they would like to be. He understands that financial goals may change as family situations change. His clients benefit from personalized advice on an ongoing basis through a team approach at TD Wealth.
David holds a Bachelor of Commerce degree specializing in Entrepreneurial Management and graduated with distinction. He is a Chartered Investment Manager and also holds Certificates in Retirement Strategy, Advanced Investment Advice and Estate Planning & Trust Strategy from the Canadian Securities Institute. In addition, David is a member of Mensa, which is an international high-IQ society. His commitment to provide his clients with a superior level of service drives him to continue learning and enhancing his professional credentials.
David’s colleagues at TD Wealth each have focused areas of proficiency so further expertise is always available. A wide range of wealth-management services are offered including investment planning, will and estate consultations, tax-management strategies, and the implementation of charitable foundations. To ensure proper coordination, he works in consultation with other professional advisors, such as lawyers, accountants, and private bankers.
Born and raised in Toronto, David has called Mississauga his home for the past several years. His family roots in the GTA go back to the 1850s. In fact, David's great, great, great grandfather built a house in historic Oakville that has been standing since 1852.
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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