David focuses on helping people understand the potential of their finances and how best to help their unique situation."My approach is to help families who are overwhelmed by their financial complexities and need professional tailored guidance".We will help you clearly understand your finances and what choices would benefit you. As a certified financial planner and investment advisor with RBC for the past 17 years, David has extensive experience dealing with all aspects of finances from planning, investment strategies, maximizing tax efficiency and will and estate planning. “Our office serves the needs of individuals and their families, business owners and professionals for their financial requirements.The principles of socially responsible and ethical investing are a core belief that I share with clients.LEARN MORE ABOUT ME by visiting my website at http://ca.rbcwealthmanagement.com/david.roy
Listed skills include Banking, Portfolio Management, Financial Analysis, Finance, and 13 others.