Education:
Washington State University, Lethbridge Community College
Languages Spoken:
English
Specialties:
Wealth Management,
RRSPs, RRIFs, and Estate Planning*
For over 9 years, David has been helping affluent investors in the Comox Valley preserve and enhance their wealth with a disciplined multi-manager, multi-style wealth management strategy. He specializes in providing investment advice for individuals, families, institutions, and foundations.
David strives to provide his clients with comprehensive investment advice that is flexible, insightful, and reflects their unique goals and needs.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.