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 professionals, business owners, corporate executives and other individuals of substantial income and/or assets.
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 with NWM, becoming an integral part of the management team and growing NWM into one of Canada’s fastest growing mid size Wealth Management companies.
David is a frequent guest speaker for many professional associations, industry groups and regularly contributes to local and national publications.
Recently, some of the groups and publications David has contributed to include:
- The Globe & Mail
- The National Post
- The Vancouver Sun
- Business in Vancouver
- Investment Executive
- ICABC – Institute of Chartered Accountants of British Columbia
- CGA – Certified General Accountants Association
- Pacific Dental Conference
- CALU – Conference for Advanced Life Underwriting
- Financial Management Calgary, Alberta
A native Vancouverite, David is passionate about his roots 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.
Question & Answers
Words my father taught me:
There’s only one way to do something.
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!