David has been helping individuals and families navigate their financial journeys since 1993. His approach focuses on thoughtful financial planning supported by well-informed investment advice. A strong believer in continuous learning, he holds both the CFP® and CIM® designations. He previously served on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and as the Professional Conduct Chair for the Ottawa chapter. David earned a B.Sc.(Agr.) and M.Agr. from the University of Guelph. Outside of work, he enjoys life on his peaceful property by Constance Lake, just north of Kanata, with his wife, Natalie, and their son, Jake.
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Senior Financial Advisor
Evidence-backed planning topics
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Senior Financial Advisor
David has been helping individuals and families navigate their financial journeys since 1993. His approach focuses on thoughtful financial planning supported by well-informed investment advice. A strong believer in continuous learning, he holds both the CFP® and CIM® designations. He previously served on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and as the Professional Conduct Chair for the Ottawa chapter. David earned a B.Sc.(Agr.) and M.Agr. from the University of Guelph. Outside of work, he enjoys life on his peaceful property by Constance Lake, just north of Kanata, with his wife, Natalie, and their son, Jake.
