Spoken languages : English
FELLOW OF FPSCTM Distinction
One of Top 50 Financial Advisors in Canada (Wealth Professional magazine, February, 2014 & January, 2017)
In 2002, David “wrote the book” on how financial advisors build a practice around their clients’ needs, with his groundbreaking course for advisors called The Structure of the Client-Centred Practice. This is still used in training by investment firms. David also authored the consumer book Managing the Bull - A No-Nonsense Approach to Personal Finance, published by the Knowledge Bureau, which helps people from all walks of life use the proven principles of financial planning to turn their dreams into achievable goals.
David helped pioneer fee-for-service financial planning and independent advice in Canada. He was a founding board member and Director of Ethics & Practice Standards for the Institute of Advanced Financial Planners (IAFP) and was lead author of the Code of Professional Ethics and Professional Standards of Practice for R.F.P.s. David is also a past Chair of the Manitoba Chapter of the Society of Trust and Estate Practitioners (STEP) and of the CAFP.
David has written a weekly Winnipeg Free Press newspaper column, Dollars and Sense, since 1994, has hosted a radio show, and has been a featured guest on radio and TV countless times. He is also sought after for speaking engagements spanning a wide variety of professions and associations including Advocis, IAFP, CIFP, STEP, YPO, consumer groups and investment dealers.
AWARDS AND RECOGNITION
In addition to being named a Canadian Top 50 Financial Advisor in 2014 & 2017, and a Fellow of the Financial Planning Standards Council in 2013, David has been awarded a number of professional awards such as Advisor of the Year and CAFP Member of Distinction. He and his team were awarded the STEP Private Client Award for 2010 and 2011 and shortlisted in 2016, in the category of Independent Financial Advisor Team of the Year, by the worldwide Society of Trust and Estate Practitioners.
Governor General Ray Hnatyshyn presented David with the Governor General's Canada 125 Commemorative Medal for contribution to Canada and community, for work on boards such as the WSO, RMTC, MCO, Winnipeg Children's Festival, Alzheimer's Society of Manitoba and the Winnipeg Chamber of Commerce.
David is married to Vera Steinberger and proud father of Sarah and Taylor. He enjoys regular sailing, skiing, travel and playing bass guitar, with a high point in his career playing on stage with the band The Commitments in Dublin, Ireland. Dave is a founding board member, perennial competitor and occasional winner of Winn$tock, the annual Winnipeg financial services battle of the bands, which has raised almost $1 million for worthy causes since 2004.