Since he started in the industry in 1983 David has provided financial comprehensive planning services to families living in Guelph and surrounding communities. He has a strong belief in building long-term relationships with clients by providing constant communication and regular face-to-face meetings. David works with his clients to identify, clarify and achieve financial objectives, with the goal of prosperous client retirement portfolios. 

     David focuses his time on getting to know you: where you are now and where you want to be. Using a holistic financial planning approach using investments, estate, and tax planning (as it relates to your investments) he will create a comprehensive wealth management program for you.  Insurance solutions are also provided as part of a comprehensive financial planning process.

     As one of Canada’s first Certified Financial Planners (CFP), and first Certified Seniors Advisors (CSA) in Canada, David has strived to maintain the high quality of service and ethical standards in the provision of investment, estate, and tax planning (as it relates to investments) services. The observance of these standards is the cornerstone of David’s success in retaining 350 families as clients for nearly three decades.

David has been invited to speak about estate and wealth planning (as it relates to investments) to numerous organizations including the United Church of Canada, Guelph General Hospital, Homewood Health Services, former employees of ABB, and the Guelph Fire Fighters Association.

     David has a degree in Economics and Psychology from Wilfrid Laurier University. He is well known for his involvement in the community through coaching and numerous volunteer activities. Currently, David is involved with fundraising activities with the Guelph General Hospital Foundation. David is always active in his recreational pursuits which include hockey, cycling, hiking, and water sports. He has completed 5 triathlons with a goal to complete one each year to stay in shape. He and his wife Rose enjoy spending time with their four grown children and traveling when they are able.