Address132 Trafalgar Road
Oakville, ON L6J 3G5
My BackgroundDavid has been in the Financial Services Industry for thirty five years, bringing a wealth of experience and expertise. He is the recipient of two well-regarded designations in the securities industry, CERTIFIED FINANCIAL PLANNER® (CFP) and the Chartered Investment Manager (CIM). David fosters a holistic approach to money management, providing customized and tailored advice to high-net-worth and corporate clients.
David and his wife Jackie live in Burlington along with their six children and in his free time loves playing hockey and going on long hikes. David and his family are active supporters of various charitable organizations in his community.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.