David joined Investors Group in 1996 to pursue his passion of assisting clients interested in achieving financial success. He quickly learned that good financial advice was essential to enabling clients to realize their hopes and dreams. Based upon his success as a trusted Certified Financial Planner (CFP) professional, David was offered the position of Division Director with Investors Group. This new opportunity appealed to David as he recognized that he could serve the industry by mentoring & developing other financial advisors, while also being able to maintain the relationships with clients. In 2006, David was appointed Regional Director with Investors Group. During his time in this role, he provided strong leadership and helped many consultants throughout several exciting changes that have influenced the financial services industry.
After 12 years in the Regional Director role, David felt it was time to return to his true passion, which is to be the lighthouse that guides others through financial transformation.
He is proud to work with a wealth management team that is committed to creating unique client experiences and relationships as well as implementing financial plans created with industry leading technology. In addition, David can provide high-level advice and has access to world-class institutional money management solutions.
David was born in Newfoundland, grew up in Nova Scotia’s Annapolis Valley and attended Acadia University.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.