David coaches people to make good decisions with their money, and encourages them to avoid bad ones.
In particular, David has expertise in working with executives and high net worth business owners. He provides holistic planning to transform their financial future that enables them to achieve their personal-financial goals with his unique approaches, strong network of specialists and professionals, and emerging tech solutions that are tailored towards their career journeys.
His extensive experience strongly focuses on enabling individuals to identify and manage their primary risks for retirement and other major life goals, and then structure data-driven processes that best position them with effective advice to avoid market downturns while protecting their assets so they can live their most meaningful lives.
David spends his free time with his wife and children kayaking and getting outside (rain or shine) in beautiful BC, and for the indoors he is a VR gaming enthusiast. He has a passion for understanding different cultures and learning new languages as he is a polyglot, and he actively supports impact-driven movements like Effective Altruism.
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Master your Retirement: Key actions to take to secure
the retirement you want