A graduate of Simon Fraser University, David has been helping clients manage their money since 1985. He has a proven track record of conservatively managing clients’ investment assets to provide reasonable rates of return while managing risk. He is committed to doing the best job he can for our family of clients.

David’s credentials include:

• Chartered Financial Analyst (CFA Institute)
• Canadian Investment Manager (Canadian Securities Institute)
• Certified Financial Planner (Financial Planners Standards Council)
• Fellow of the Canadian Securities Institute (Canadian Securities Institute)
• CSC and Conduct & Practices Course (Canadian Securities Institute)
• Life & Disability Insurance, Level II Agent (BC Insurance Council)
• Canadian Investment Funds course (Canadian Securities Institute)
• Bachelor of Business Administration (Simon Fraser University)