Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together.
And, if you're retired or approaching retirement, you'll benefit from Dave's expertise in making all the right decisions that need to be made in this stage of life.
Come and experience the professional excellence and service provided by Dave and his team.
* Bachelor's and Master's Degrees
* Chartered Investment Manager (CIM)
* Certified Financial Planner (CFP)
* Fellow of the Canadian Securities Institute (FCSI)
* Financial Management Advisor (FMA)
* Past President, Fraser Valley Estate Planning Council
* Full Investment and Insurance Licenses