David Holstead Email & Phone Number

I am a Private Banker with BMO Private Wealth located at the Nova Centre in Halifax. My focus is in serving dental professionals, physicians, medical/dental students, and entrepreneurs who need responsive strategies tailored to fit them and their practices. Several hospitals are within easy walking distance of our office. We guide healthcare practitioners at every stage of their careers:• Managing debt;• Building a long-term financial plan;• Accessing Private Banking, insurance, tax, estate, trust, and commercial borrowing services, and• Planning for a successful practice transition. With 40 years of experience providing financial services, I have a genuine concern for people and a gift for grasping their needs and earning their trust. My commitment is to build strategies around a client’s goals rather than shoehorning them into cookie-cutter solutions. Born and raised in Halifax, I have supported many local community causes and have been Event Lead for fundraisers in support of A Roof Over Her Head women’s shelter. My wife and I have been married since 1984 and have two sons. I lead a very rounded, active life and particularly enjoy hockey and golf. These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances, please contact us directly.

Listed skills include Retail Banking, Mortgage Lending, Consumer Lending, Credit, and 16 others.