Dave has been working with individuals and their families for over 40+ years. As a seasoned Financial Advisor, Dave’s knowledge and experience are vast. Many second and third generations of Dave’s original clients count on us for financial advice. Dave is both a Certified Financial Planner (CFP) and Registered Financial Planner (RFP). As well as a member of Advocis (the Financial Services Advisors Association of Canada), The Institute of Advanced Financial Planners and the Canadian Institute of Financial Planners. He is a past executive member of the Canadian Association of Financial Planners (now part of Advocis). He has recently received a certificate recognizing his ongoing dedication to excellence in the financial planning profession over the past 25 year.Dave and his wife Karen have been married for 53 years. He loves to spend time with his family, and especially their grandchildren. They enjoy travelling and spending the summer on Manitoulin Island. Dave enjoys golf, fishing, photography and a good book.
I am licensed for insurance in the Province of Ontario
I am licensed for mutual funds in the Province of Ontario.
“Your Financial Success Is My Business”
Cell- 905 973-2831/ Office-905 570-1200 Ext. 226
Toll Free- 1 877 992-9978 Ext. 226