Spoken languages : English
David is a Senior Investment Advisor with National Bank Financial, where he advises families and corporations on their investment portfolios. With over 30 years of experience, David's strategy has helped affluent investors preserve and enhance their wealth.
After 18 years with another large investment firm and spending 11 of those years in a senior management position, David moved to Wellington West Capital Inc. (now National Bank Financial) to provide his clients with the time and personalized service they deserve. David understands the importance of integrity, sincerity and confidentiality – three important guidelines that he maintains when providing advice to individuals.
As a proud father of two amazing boys, he also understands patience. David believes that time, knowledge and a clear understanding of your long-term goals are necessary to make sound investment choices.
As a firm believer in personal service, David insists on regular meetings with you at his office or your home to review your strategy, progress and overall Investment Plan. His disciplined and comprehensive approach includes creating a detailed Investment Plan for you.
As an active member of his community, David is the Chair of the Investment Committee for the Glenlyon Norfolk School Foundation and the Vice-Chair for the Distinguished Entrepreneur of the Year Organizing Committee. David is also a past board member of the Victoria Golf Club, IDA Pacific District Council, the Pacific Opera Victoria, and the Royal BC Museum Foundation. He was also an Advisory Council Member of the “Power to Be” organization as well as a member of the BC Cancer Foundation Capital Campaign.
David prides himself on building trusting, long-term relationships and providing complete financial advice that truly reflects your needs and goals. David's personalized service ensures that the financial advice you receive is second to none.