CFP, CLU, CHS, CIM
As President of Nicola Wealth Management, David leads a team of financial advisors who are committed to achieving unsurpassed client satisfaction through the delivery of the highest quality investment management and financial planning services for business owners, corporate executives, foundations and other individuals or entities of substantial income and/or assets.
In addition to working directly with some of the firms high net worth clients, David is an active participate with the firms portfolio management group, sits on the firms Asset Mix Committee as well as the real estate division’s Investment Review Committee (IRC).
A native Vancouverite, David is passionate about his roots. Weekly, you might find him hiking the Grouse Grind in the morning or running the stairs at UBC. He is an active member of the BC YPO Chapter and currently sits as the President of the Arbutus Club. Previously, David served on the Professional Advisory Committee of the UBC Business Families Centre at the Sauder School of Business, as well as the Board of Directors to the Museum of Vancouver. Married since 1997, David, his wife Tassan and their two children lead an active lifestyle.
After graduating from the University of British Columbia in 1992, David began a career in financial services, eventually starting his own company in 1999. In 2003, he merged his business (Waterstreet Wealth Management) with NWM, becoming an integral part of the management team and growing NWM into one of Canada’s fastest growing Wealth Management companies.
David is a frequent guest speaker for many professional associations, industry groups and regularly contributes to local and national media publications.
Recently, some of the groups and publications David has contributed to include:
- The Globe & Mail
- The National Post
- BNN News TV
- The Vancouver Sun
- Business in Vancouver
- Canadian Business Magazine
- Advisors Edge
- Investment Executive
Question & Answers
Words my father taught me:
There’s only one way to do something. The right way.
What languages do you speak?
Enough Cantonese to order Dim Sum and enough Korean to get my black belt
Favourite music genre?
Bring back the 80's
If you could travel anywhere in the world, where would it be?
Tanzania with my wife and kids to show them where I lived in the early 70's
Retirement? I've got kids to put through university!