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Vice PresidentPortfolio ManagerInvestment Advisor
Committed to understanding your needs and helping you achieve your vision of success
1070 Douglas Street 5th Floor Victoria, BC V8W 2C4Map
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.
Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
English
Fellow of Canadian Securities Institute (FCSI®), University of Alberta BA(Econ)
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.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.
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