Address50 Bay St. South
Hamilton, ON L8P 4V9
My BackgroundDavid has over 10 years of industry experience, helping affluent clients reach their goals. David is an accomplished Estate and Financial Planner formerly working as a Director of Estate & Financial Planning at a large financial institution. Previous to that role, he was a Senior Wealth Advisor at a private brokerage. As a Private Wealth Consultant, David builds lasting relationships with each client by getting to know what matters most to them and their short and long-term priorities regarding family, work, lifestyle and money. Based on a full appreciation of their unique needs, he then engages a diverse team of BMO Private Banking professionals who work together to coordinate and advise on an array of solutions that reflects the client’s values and priorities. From banking and investment management to estate and trust services and wealth planning, together they create a customized and flexible wealth plan for the client. Over the lifespan of the relationship, the client’s plan is constantly adjusted to both external conditions and to transitions in their life.
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