A New Level of Service
My role, as an Investment Advisor, is to understand your situation and put together a sound investment plan that is unique and tailored to your priorities. After 19 years in the financial services industry, one of the most important things I’ve come to understand is how much clients value a strong wealth plan and ongoing review.
A Universe of Choice
I believe that dealing with a reputable firm that can provide you access to a comprehensive range of investment options is integral to making your plan work to its best potential. TD Wealth Private Investment Advice can offer you access to a broad range of highly competitive financial products and services, including:
· Stocks, Bonds, GICs, and Preferred Shares
· Exchange Trade Funds (ETFs)
· Mutual funds (3rd party and bank)
· TD Premier Managed Portfolios
· New Issues
· Covered Call Writing for Income
An important part of my commitment to clients is to help ensure that they understand all the options available to them. You can expect me to explore potential solutions in depth to ensure that you can make an informed investment decision. I contact and meet with you regularly to discuss your progress, review any changes to your situation and implement changes as required. In addition, my access to TD Professionals enables me to introduce you to specialized areas such as estate planning.
David’s list of credentials includes the prestigious Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He also holds his Options License enabling him to provide advice on advanced investment and estate planning strategies. David obtained his Bachelor of Arts degree from the University of British Columbia.