David’s career has spanned over 25 years in the financial services industry including RBC Dominion Securities and three other national firms serving clients as an investment advisor, branch manager, and portfolio manager directing a top performing pooled fund through the 2008 global financial crisis. During his career he has earned the credentials of Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), Derivatives Market Specialist (DMS) and Fellow of the Canadian Securities Institute (FCSI), achieved Chairman’s Club status three out of four years, and risen to Circle of Excellence each of the past 3 years.
David completed his formal education at Grant MacEwan College in Edmonton where he studied Music Composition, and in his spare time enjoys reading, camping, guitar, and travel to world archaeological and cultural destinations. David lives in the Edmonton area with his wife of over 25 years, Michelle, and their two sons.Learn More Close
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
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