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Senior Investment Advisor
Working together to help you achieve what truly matters to you
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.
Toll Free: (877) 792-5228
Branch Office: (250) 738-2024
Branch Fax: (250) 738-2030
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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