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David Duquette

Vice PresidentPortfolio ManagerInvestment Advisor

  • CFP®
  • CIM®
  • CIWM

Committed to understanding your needs and helping you achieve your vision of success

I have been an Investment Advisor with industry leading companies for over 20 years. During this time I spent the past 8 years at TD Wealth working both as an Investment Advisor and as a Branch Manager where I oversaw both the TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel branches for Vancouver Island. In my current role, I bring over 20 years of experience in the financial services industry as a Vice President, Portfolio Manager and Investment Advisor providing meaningful advice to clients while helping them achieve their financial goals. I believe that my previous experience as an Investment Advisor, Branch Manager and Regional Manager provide me with the ideal foundation for providing trusted, meaningful and exemplary service to clients.

I am passionate about planning for financial security and work with an established group to form a broader investment team with Tom Hedican, Denise Wills, Merissa Clarke and Charlotte Tolsma creating Pinnacle Family Wealth Advisory Group. I see this as an opportunity to broaden the service that we offer to clients through comprehensive understanding of clients and their needs along with thoughtful and thorough planning and service.

I work collaboratively with clients to ensure that I understand each individual's unique factors in order to provide a well thought-out comprehensive financial plan. My approach helps clients build wealth, to help them achieve their vision of the future, implement tax-efficient strategies, to help clients reduce tax exposure, protect what matters most to them, by implementing comprehensive risk strategies, as well help identify and guide clients with estate planning strategies, to optimize transfer of wealth to those that matter most to them.

Our clients are looking for a team that bases their actions on the science of capital preservation; we're interested in learning about and identifying new opportunities to manage and mitigate risk. Working together with clients in planning their goals and objectives then using these principles to increase your likelihood of achieving these goals successfully. You can read more about us from exploring the attached links.

ADDITIONAL CONTACT

Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

LANGUAGES

English

EDUCATION

Fellow of Canadian Securities Institute (FCSI®), University of Alberta BA(Econ)

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.

SOCIAL LINKS

Twitter

We're redefining private wealth management.

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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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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