After spending several rewarding years working in group homes with Community Living in Richmond Hill he decided to follow a new path and joined Altamira Financial Services as an advisor in 1997. During his near decade with Altamira he also served as a supervisor, private wealth manager, and was the regional manager for southwestern Ontario responsible for over $300 million of assets. Subsequently David also spent time with the Institute of Canadian Bankers and Transamerica before turning back to what he loved most, working to help people realize their aspirations by striving to understand their personal situation and providing effective financial solutions.
David is a graduate of Brock University where he earned a bachelor degree in sociology. In 2001 he earned the Certified Financial Planner designation (CFP), and in 2015 he became a Chartered Financial Divorce Specialist (CFDS). David is also a licensed insurance agent.
In addition to writing numerous financial planning articles for newsletters, David has also delivered dozens of seminars on a variety of financial planning subjects designed to help Canadians better understand the financial tools available to them.
David and his wife currently reside in the north end of Toronto. After work he likes to spend time on the range trying to correct his slice, or scuffing up the ice at a local hockey rink. David has also coached house league hockey at Leaside although these days you are more likely to find him cheering his nephew on from the sidelines either at the rink or at the diamond.
After almost 20 years in the industry David saw the opportunity to join a firm with all the tools he needed to best serve clients, and a team of great professionals with a wealth of experience and knowledge.