David joined Action Financial Group, iA Private Wealth™ in February 2014 as a Licensed Assistant. Since then, he has expanded his knowledge and progressed to the role of 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.
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 and services are offered through Action Financial Group Ltd., an independent and separate company from iA Private Wealth Inc. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.