David is a proud member of the Donaldson Lanphear Investment Team at Odlum Brown. Odlum Brown is a full-service investment firm that has been helping clients achieve their financial goals for 100 years. The Donaldson Lanphear Investment Team provides investment advisory services for individuals, professionals, business owners, corporations and trusts. The team guides their clients, helping them to preserve and grow their assets over multiple generations. As a direct result of the team’s commitment to their clients, Paul Donaldson, supported by the other members of the Donaldson Lanphear Investment Team, was ranked #8 on Canada’s Top Wealth Advisors 2022’s list of Best in Province advisors for British Columbia, presented by The Globe and Mail.David is a BC-born-and-raised former executive of one of the largest credit unions in Canada and has deep roots in the Fraser Valley, a community he has called home for over 30 years. He has extensive experience in the financial services industry and is known for his strong leadership skills and ability to inspire his teams to success. Since beginning his financial services career over 25 years ago, David has held a number of progressively senior positions, including his most recent role as president of his former organization for seven years. David’s passion for helping clients and families achieve their dreams runs deep and is something that never left him during his outstanding career in leadership. This passion drew him back to the investment side of the industry, and he is thrilled to be back helping clients achieve their financial goals.