Dave has been assisting individuals with the planning of their Lifestyle Retirement goals. His objective is to provide individuals and business owners with the advice they need to achieve their immediate and long-term goals by offering a wide range of financial products and services through Planning Strategies Group Ltd. In 2004, Dave was awarded by the Financial Planning Standards Council of Canada (along with two other business associates), the prestigious award of "Advisor of the Year".In addition to help develop and manage a Financial Planning department for a major world-wide Life Insurance corporation, he was also one of the first individuals to set up a full service Financial Planning company in association with accountants and lawyers, this providing a one-stop service for individuals and business owners needing Financial, Estate and Tax Planning advice.