David is a Chartered Investment Manager and a Certified Financial Planner professional, as accredited by the Financial Planning Standards Council (FPSC) and a Certified Agricultural Farm Advisor (CAFA).
David began his financial services career in 1999 as a life insurance broker. He earned his mutual funds license in 2001 and became a CFP® in 2006. In 2012 he became an Investment Advisor and earned his CIM® designation in 2014. David was approved as Portfolio Manager in 2015.
David is active in the community as a member and past President of the Rotary Club of Woodstock and Chair of the annual Woodstock Rotary Dragon Boat Festival. His wife Debra is from Nova Scotia and they have two daughters that share their love of travel, skiing and being near the water.
David has a passion for helping people achieve financial security through financial planning, prudent investing, and risk management