When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure. The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.
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Senior Financial AdvisorMy approach to investing in uncertainCanadian Financial News
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Senior Financial Advisor
When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure. The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.
You should expect volatility in the marketplace to continue. However, my approach to investment and, more importantly, the fundamentals of the market have not changed. I believe: “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework…” – Warren Buffett If you wish to follow my on-line dialogue on money matters, let’s connect. I can be found on Facebook, LinkedIn and Twitter. Stock markets over time will rise – historically, there is a rising trend with strong bull market following a bear market. A diversified portfolio will best weather a storm and well chosen stocks will perform well over the long run. By staying the course and continuing to invest – buying when prices are down – you can create enhanced potential for long-term gains. I believe that commodities are the best investment through downturns because they are independent of recessionary pressures. I feel there will be a continued demand for commodities based on on-going growth in China and India. The eventual recovery of the North American and European economies over the medium term will place increased demand on commodities. Key to success is not to panic and let emotions change your investment strategy. Make any adjustments to meet your short-term financial needs and stay invested for the longer-term gains.
