Dave works with a wide range of clients, including but not limited to executives and medical professionals and their families, throughout their careers and into retirement.
With extensive experience in the industry, Dave helps his clients move toward financial independence. Dave has been working in financial services for 30 years, beginning with several years in a range of corporate, retail and small business positions at a major bank.
His previous work included high quality service to clients in the GTA and across the country in one-on-one personal meetings and seminars. Dave earned his Chartered Financial Planner and Chartered Investment Manager designations, and lives in Mississauga, ON.
Why 2018 could be a great year for investors. Can political gridlock be good for stocks? Breaking down stock market volatility. And more! This guide addresses important questions investors face when looking at the current market.
Running out of money in retirement is one the biggest fears for many investors. This guide addresses some key questions many face when planning for retirement.