A Certified Financial Planner, CFA level 3 2019 Candidate, and graduate of McGill University with a major in Physiology (Biotechnology Minor) and the Scotia Wealth Management Associate Program, David leads the business development and wealth planning initiatives of our practice.
Formerly a research associate at St Michael’s Hospital, a prolific event planner at McGill and – more recently – the manager of a prominent Toronto restaurant, David has also acted as a First Response Medic in Israel.
A dedicated world traveller, music lover, connoisseur of mixology and cuisine – David is a consummate host – he is also a dedicated philanthropist who has taken a leadership role in orchestrating events in support of the Canadian Cancer Society, Movember, Breast Cancer Society, United Way, and the Old Mission Brewery.
His extra curricular activities include taking courses in computer programming and graphic design.
When not working or studying, David is a tenacious basketball, baseball and rugby player and a huge supporter of Toronto-based sporting teams, including the Raptors, Blue Jays, Leafs, and Argos.
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Institutional
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
- Alberta