David Russell
MBA, CFP, CIM

My Background

Dave is a dedicated Financial Planning professional with 31 years of experience advising affluent families and retirees. With a goals-based approach he focusses on all aspects of his clients’ financial lives encompassing tax planning, estate planning and wealth management strategies, and is known for his ability to convey complex solutions in an easy to understand way. Dave holds an MBA and is a Certified Financial Planner. He has also completed the Financial Management Advisor, Derivatives Market Specialist, and Canadian Investment Manager designations. Previously, Dave has served on the Board of Directors of the Canadian Cancer Society, Central Okanagan Food Bank, and as President of the Kelowna Aquajets. He also spent 12 years on the Board of Directors for the British Columbia Insurance Council and the Financial Planning Standards Council Disciplinary Hearing Panel and previously volunteered for many years with Junior Achievement BC. David has made Kelowna his home since 1987 and enjoys everything that the Okanagan lifestyle has to offer. An avid cyclist, a reluctant runner and a wanna-be swimmer, Dave has completed 3 Ironman Triathlons and numerous marathons while trying to demonstrate to his three, now grown children how to live a healthy lifestyle.