Credible, Clear, Genuine

A dedicated financial advisor who helps you make better decisions.

David credits his business management experience and achievements to his success as a financial services professional.

Today, he has become a trusted advisor to scores of business owners, professionals and individuals in the Greater Toronto area – and across Canada.  

He received his undergraduate degree in Commerce at Ryerson University in 2000, and his master’s Degree in Industrial Relations (MIR) from Queens in 2002. After graduation, he became a passionate and driven entrepreneur, developing and profitably selling two medical technology businesses before making a career transition to the financial services sector. David also acquired his PFA designation in 2022.

At London Life, one of Canada’s largest insurance firms, he distinguished himself as a ‘star’ advisor – a young but highly knowledgeable and diligent expert managing a diverse portfolio of clients. After a brief stint at a prestigious family-run wealth management firm, he left to form his own business. 

His focus? Developing custom financial strategies that meet the needs of professionals. 

His passion? Planning, protecting and propelling his clients to higher levels of success and lifelong security.