Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Senior Investment Advisor
Working together to help you achieve what truly matters to you
520 - 17th Street Suite 200 West Vancouver, BC V7V 3S8Map
For more than 24 years, David has been active in the financial industry advising clients, helping them to build and protect wealth, and helping them to achieve what truly matters most to them. As an experienced Investment Advisor, David understands making decisions that affect your life is a deeply personal experience. He will collaborate closely with you to create an integrated group of strategies that work together to help you achieve one central goal — yours.
Recognizing that your situation is unique and can be unpredictable, David uses a customized approach that will evolve with you over time. Your strategy will incorporate the major elements of your financial life, engaging TD specialists who can assist you with – day-to-day cash flow, investment solutions, tax and estate planning, charitable giving, private banking and much more. As your priorities and goals evolve, David will stay up-to-date with your needs and help ensure you're on track to achieve the future you envision for yourself.
David will help you preserve and grow your wealth through his tailored investment solutions. His portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps him with his objective of providing strong and stable growth of your assets in a wide range of market conditions. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.
David lives in Vancouver, and has an undergraduate degree from Simon Fraser University majoring in Economics, and has completed the Certified Financial Planning (CFP) designation offered by FP Canada.
Toll Free: 1(866) 598-4534
Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432
English
Simon Fraser University, BA - Economics
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.