David Boyce, Cim® Email and Phone Number

I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.  Using a disciplined approach, I advise on the following valuable services:Goals/financial assessment Customized financial planning Tailored investment solutions I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals for tax and estate planning, business succession and financing needs. My clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.