Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His process for building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning.
Dave is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. He holds the Chartered Investment Manager (CIM®) designation. He has been with TD Wealth since 2011.
Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company and has sat on several non-profit and charity boards.
Dave and his wife, Abby, have three young children.
Key Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (888) 668-9966
Fax: (604) 981-4432
Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432
Through our investment and planning process, we develop trust and loyalty with our clients. Our goal is to build meaningful relationships based on a mutual understanding of your goals.
We engage in a deep discovery of your needs in order to develop a personalized strategy and goals-based plan. Ongoing monitoring helps to ensure we realize the identified outcomes.
We recognize each family has unique investing objectives; our approach creates personalized strategies that are designed to facilitate lifetime financial security.
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