David’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions.
He is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. David’s previous experience as a retirement planner strongly informs his approach to creating wealth management strategies that are both comprehensive and forward-looking.
David has a diverse background. In addition to his current work on the boards of the Mel Jr. and Marty Zajac Foundation and the West Vancouver Chamber of Commerce, David was a sponsored race car driver and co-founder of a natural health products company. David also co-founded and co-chairs a gala, which has raised over $500,000 for children’s charity during the past four years. He enjoys playing squash, golf, skiing and various water sports. David and his wife, Abby, have three young children.
In fact, we begin where you want to end up — taking the time to understand what your perfect day in retirement really looks like.
With your goals as our guide, we apply our disciplined approach to create an overall wealth strategy the will help protect your capital in the long term and deliver risk-adjusted, tax-advantaged returns.
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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