Bringing over 20 years of experience in the financial industry to all clients, David’s passion is to help you meet your unique financial goals through disciplined portfolio management and a comprehensive and integrated wealth strategy. As a fiduciary, he adopts a conservative, longer-term approach using discretionary portfolio management to react efficiently to market opportunities appropriate for your circumstances. As goals and priorities change over time, he works with you to revise and adjust your overall wealth strategy.
David enjoys long-term relationships with clients and has worked in client-facing roles throughout his career. He gained a decade of experience with a leading Canadian financial institution before joining 3Macs in 2009. 3Macs became a division of Raymond James Ltd. in October 2016. David holds the Chartered Financial Analyst (CFA) and Portfolio Manager designations. The CFA designation is a globally recognized standard for measuring the competence and integrity of investment professionals.
In his spare time, David enjoys spending time with his wife and two young sons.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.