Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His approach to building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning.Dave is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. He holds the Chartered Investment Manager (CIM®) designation. He has been a in the financial services industry since 2009, and was named one of the Top 50 Advisors by Wealth Professional Magazine in 2020 and 2022.Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company, has sat on several non-profit and charity boards and coaches his son’s soccer and daughter's field hockey teams.Dave and his wife, Abby, have three young children.
Listed skills include Estate Planning, Retirement, Investments, Insurance, and 32 others.