Advisor to Business Owners and Entrepreneurs David has over 32 years of experience working with high net worth entrepreneurs and business owners with their business transitions. David’s team provides companies with corporate retirement plans, stock plan services, commercial and business lending along with executive and business owner wealth planning services. Their pre-transition planning process helps entrepreneurs and business owners determine the cost of their post-transition lifestyle and help them determine the impact the liquidity event has on their future financial security. Their number. Dave and his RBC wealth advisory team provide holistic wealth planning including an interactive financial plans, retirement income planning, estate plan review and advisement, tax minimization strategies, insurance optimization and risk based asset management. David also leverages his large outside network of strategic consultants, business brokers, investment banks, accountants and attorneys to help build or add to advisory teams who help guide entrepreneurs and business owners to a successful transition of their business.