David Baker

David Baker is a Wealth Advisor in the firm’s Vancouver office. He specializes in retirement planning and planning for business owners.

With a background in science and game theory, David has a unique ability to break down complex concepts into simple terms. In combination with his ability to quickly and genuinely connect with people, he is able to help clients truly understand the strategies being employed.

David is a graduate of The University of British Columbia, where he earned his Bachelor of Science, Biology. He also earned his Associate Certificate in Financial Planning from the British Columbia Institute of Technology, and holds his Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. Inquisitive by nature, the Great Recession of 2008-2009 drove him to try and understand how investments were managed and eventually led him down an educational path that would alter his career goals and lead him to working as an Advisor.