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David Lawson

Address

887 3rd Avenue East
Owen Sound, ON N4K 2K6

Languages

    English

My Background

David graduated with a Bachelor of Arts ( Economics ) from The University of Western Ontario. He joined BMO Bank of Montreal in 2000 as a Commercial Account Manager in Owen Sound and then BMO Nesbitt Burns in 2006. He is a Chartered Investment Manager (CIM) granted from The Canadian Securities Institute as well as The Certificate in Advanced Investment Advice, has a CERTIFIED FINANCIAL PLANNER® professional designation, and is Life Insurance Licensed. A Financial Advisor for over 14 years, David focuses on assisting individuals, business owners and self-employed professionals build wealth and develop sound financial and estate plans, that meet their personal needs. An additional focus, is the use of tax efficient investing techniques to reduce the overall income tax burden. David uses a collaborative approach to discuss long term and short term goals and the different paths to reach them with innovative Financial Planning Techniques. David is actively involved in the community and has served as a director of the Tom Thomson Art Gallery Board of Management and Co-Chair of the Annual Spike it Rich for Charity Volleyball Tournament. As well as participating in numerous fundraising initiatives in the region. An Owen Sound resident for almost 25 years David takes a keen interest in the health of the community. David and his family also enjoy hiking/cycling and the many beautiful vistas that this area provides.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.