David is a Registered Financial Planner (RFP) and a Certified Financial Planner (CFP). David has a Bachelor of Arts (BA) from Queen’s University and a Master of Business Administration (MBA) from Western University’s Ivey Business School.
Prior to establishing a financial planning practice in 1986, David had worked since 1975 in the trust and financial planning business. He particularly enjoys working with families to provide objectivity and leadership that will maintain financial goals and family values between generations. David also works with individual clients in a wide variety of financial circumstances to ensure that good decisions are being made.
David volunteers time with the Tourette Syndrome Foundation of Canada, Community Living Toronto – LIGHTS program, and is on the Board of his neighborhood association.
My Life Outside the Office
I am married with two children. I have always been an avid downhill and cross-country skier with a few years snowboarding as well. Golf is a regular activity and I always enjoy an opportunity to travel, having been to many remote corners of the world. I enjoy spending as much time as I can outdoors, which may be anything from gardening chores to sports.