For over 31 years David has been providing valued advice to clients on Retirement Planning, Wealth & Risk Management, Tax Planning, Estate Planning and Financial Management.

He has worked in senior management positions at different firms including Head of Private Wealth, Vice President Western Canada, Managing Director and Division Director roles. Working with a network of highly skilled individuals gives David the opportunity to provide wealth management solutions customized to meet the goals and objectives of each individual client on a highly personal level. David holds his Certified Financial Planner (CFP) designation and is also able to offer Life and Accident and Sickness Insurance products through his relationship with IDC World Source, and Canada Life. David has immediate access to the resources of Aligned Capital Partners Inc. and the back office support of the National Bank Independent Network. David takes pride in offering his clients a full spectrum of value-added financial and customized advisory services.

In David’s personal time he has become well known for his involvement as a Calgary Flames Ambassador and a former co-chair and founder of the Calgary Flames Ambassador’s Celebrity Charity Poker tournament. In the past, David has worked with local charities such as the Impact Society of Calgary, Starlight Foundation, Robb Nash Foundation and as President of Okotoks Minor Soccer.

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