David joined Action Financial Group, HollisWealth in February 2014 as a Licensed Assistant. Since then, he has expanded his knowledge and progressed to the role of Associate Investment Advisor. His experience allows him to work with clients on comprehensive financial planning including retirement planning, tax planning, life insurance, disability/ critical illness insurance, mutual funds, ETF’s, stocks, bonds, etc. As a Certified Executor Advisor, David regularly works with clients to discuss and implement estate plans and provides insight to assist clients through various issues that can arise throughout the estate distribution process. In addition, David can help with transaction processing, problem investigation and resolution, and any other inquiries you may have.
David is also a member of Advocis, CICEA – the Canadian Institute of Certified Executor Advisors – and an affiliate member of STEP Canada (Society of Trust and Estate Practitioners).
In his free time, David loves spending time outdoors with his wife, Lyndsey and their two children, Regan and Brooke. His favourite sports are European football and rugby, he enjoys watching The Office reruns, and his favourite singer is Elton John.
*Insurance products provided through Hollis Insurance. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.