Dave Coverdale, Cfa Email & Phone Number

I am a focused, dedicated professional, committed to the attainment of client's goals and aspirations. My family and I travel many of the same paths in life that most families do. We have our share of victories and setbacks, but we assess and adjust, keeping the bigger picture in mind. It is no coincidence that I work with clients in the same manner. My responsibility is to my clients, which forms the cornerstone of my practice. I work with business owners, professionals, and retired individuals, with the singular purpose of helping them achieve their individual wealth priorities. As a result, my clients tell me I make their lives easier, and they feel confident in their financial future.When working with clients I develop deep and long lasting relationships. I spend important time carefully listening and learning how they got where they are. This helps me understand what matters most to them now, and where they wish to be tomorrow. With this insight I provide options and guidance. Together we tailor a plan, and I then implement the strategy. I ensure we keep our focus on what truly matters. Clients are engaged in my analytical, yet practical process and we communicate regularly to ensure we are on plan. Occasionally, I act as facilitator for clients. I bring topics and other TD specialist into our relationship, at the appropriate time, to help move our customized wealth plan forward.Away from the office I enjoy most outdoor activities, where on weekends you can find me at the lake. I am passionate about all aspects of wealth management. I spend a great deal of time reading financial literature out of self-interest. I'm a graduate of the University of Manitoba, with particular focus in finance and economics. I received my Chartered Financial Analyst (CFA) designation and am a member of the Winnipeg Society of Financial Analysts.

Listed skills include Financial Analysis.

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  University Of Manitoba