As a Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Industry (FCSI), Dave works hands-on with clients to find the best investment and income opportunities that are available.
For each client, Dave constructs a personalized total wealth strategy, bringing together investments, insurance, and long-range financial planning for maximum benefit. Clients also get access to an experienced team of financial specialists for life insurance, private banking and estate planning strategies that coordinate their financial affairs.
As a Certified Financial Planner (CFP), Dave aims to provide thoughtful, relevant financial advice to his clients. Dave works with multiple generations, and his expertise is particularly well-suited to professionals, seniors and business owners.
Dave began investing at the age of 12 with the help of his father, who also worked in the financial industry, and he has had a keen interest in the markets and financial issues ever since. He also invests in travel, having been to 44 countries and counting. But his best returns come from the time he invests in his family: Dave’s married, with twins — a daughter and a son.
- Chartered Investment Manager (CIM)
- Certified Financial Planner (CFP)
- Fellow of the Canadian Securities Institute (FCSI)
- Past President, Fraser Valley Estate Planning Council
- Full Investment and Insurance Licenses
ScotiaMcLeod, a division of Scotia Capital Inc.
As a fully licensed associate, Miriam oversees all areas of administration and operations for Dave, and she supports the team by setting up new accounts, answering client calls and ensuring that clients get exactly what they need with efficiency and enthusiasm. Outside the office, Miriam enjoys running and travelling
Scotia Wealth Insurance Services Inc.
Anthony has worked in financial planning for over 20 years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.
Anthony believes that helping our clients with their insurance needs is a sacred trust.
His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
Monique is responsible for providing estate planning guidance to Estate and Trust clients. Prior to joining Scotia Wealth Management, she practiced law for several years at a large firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. Monique is focused on helping affluent clients build, preserve and transfer their wealth. She creates integrated wealth management solutions that incorporate investment management, estate and trust services and private banking.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Canice is responsible for managing client credit requirements and overseeing delivery of their day-to-day banking needs. She joined Scotiabank in early 2011 and has worked in the financial services industry since 1993.
Canice remains active within her community with The Association of Women in Finance (AWF), Scotiabank’s Women in Leadership and JDRF.
Private banking services are provided by The Bank of Nova Scotia.