Meet The Team
Portfolio Manager
Investment Advisor
CFP®
CIM®
CIWM
I am a Senior Investment Advisor and Senior Portfolio Manager with over 20 years’ experience and I am a proud member of Pinnacle Family Wealth Advisory Group, a team of professionals comprised of Merissa Clarke, Jade Dallamore and Matt Sanborn. Together, we collaborate to understand our clients’ goals, value and priorities to develop a tailored plan to meet each client’s financial objectives.
We have successfully worked with a variety of clients from individuals and families to businesses and charities, using reputable scientific and academic techniques and strategies for wealth management and capital preservation. My investment advice goes beyond investment options, often delving into tax efficiencies, risk management, generational planning and estate planning, engaging TD specialists where needed.
I am passionate about engaging with clients to enhance their financial understanding and empower them to make informed decisions. I have shared my knowledge on national radio shows and in financial publications. My experience extends to serving as an adjudicator on the CIRO Hearing Committee and previously on our industry's self-regulatory body as a District Council Member, which aligns with my commitment to ethical financial practices. I have previously held positions as Branch Manager and Regional Manager at leading financial institutions.
English
In the past, David has participated in many local charitable foundations as a Board member sharing some of his valuable experience and knowledge to better the surrounding community, and hopes to continue with this.
Fellow of Canadian Securities Institute (FCSI®)
University of Alberta BA(Econ)
Associate Investment Advisor
Associate Investment Advisor
I have worked in the investment industry in the Comox Valley for the past 16 years, having completed the Wealth Management Essentials (WME) course, Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH). I am currently pursuing the Certified International Wealth Manager (CIWM) designation.
As an Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals-based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process. I work closely with clients to create customized wealth plans, manage their investment portfolios, and connect them with additional TD Specialists in Wills & Estate, Business Succession, Insurance, and Tax Planning when appropriate to help them meet both their present needs and achieve their future goals.
Outside of work I love spending time with my family and 2 dogs. I also enjoy reading, travelling, photography and horseback and bike riding.
Client Service Associate
Client Service Associate
As a Client Service Associate at TD Wealth Private Investment Advice, I provide specialized support and administrative assistance to our clients and our team. I joined the Pinnacle Family Wealth Advisory Group in August 2021 with more than 10 years of experience in client service. I have completed my Canadian Securities Course (CSC®), Conduct and Practices Handbook Course (CPH®) and Investment Advisors Training Program (IATP) and am looking to complete the Wealth Management Essentials (WME®) course in the near future to increase my knowledge base. In my spare time I enjoy hiking with my dog, photography, fishing and working on my home.
Administrative Associate
Administrative Associate
I joined the TD Bank Group in early 2021 as a client service associate in retail banking. In March 2023, I had the pleasure of joining Pinnacle Family Wealth Advisory Group. While still being new to the financial industry the past few years of experience have taught me the values of client service, integrity, transparency, and ethical practices. I recently completed the Investment Funds in Canada Certification(IFIC®) and am currently pursing the Canadian Securities Course(CSC®).
As an Administrative Associate, I act as a contact with regards to account administration. Providing clerical and administrative functions to support our investment advisors/portfolio managers practice. I organize client meeting preparation and follow up, to ensure our best practices are followed. Participating in marketing meetings and owning the social media strategy for our team.
On my free time I enjoy golfing, snowboarding, baseball, volleyball, cooking, travelling and anything related to sports.
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
