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David has been in the Financial Services industry since 1973 and honed his skills as a trusted Wealth Advisor since 1985.
He enjoys working with clients who are retired, or about to retire, helping them organize their finances so as to maximize their retirement income and estate.
David holds several professional designations, including the FLMI, CLU, CFP, RFP and CIM. He is also a licensed Portfolio Manager.
In addition to his passion for Retirement Income Planning and Estate Planning, David assists with the development of Advisors within the firm. David also sits on the Nicola Wealth Gives Back committee, a group that manages the substantial charitable donations that are made by the firm.
David and his wife, Barbara travel extensively. When in Vancouver, David plays guitar and makes an attempt to keep up in the old-timers hockey groups he belongs to.