David Munro Bsc (Hons), Mba Email & Phone Number

Business succession, generational wealth transfer or tax efficient strategies to grow wealth portfolios, it is my job to help meet financial goals by bringing together risk management and asset guidance, while liaising with accounting and legal professionals to provide fully integrated wealth strategies.After a decade on Bay Street in Toronto, I made the decision to return to my roots in the Ottawa Valley; leveraging my unique skill-set and perspective to give back to the community where I was raised.My career has been built on the foundation of global market and equity research, and I served as one of Canada's first dedicated exchange traded fund analysts for a large Canadian investment firm, as the industry began to take shape. I have worked extensively with portfolio managers and financial advisors across Canada building out investment solutions, assessing risks, and providing portfolio recommendations to other financial advisors. I have also served on a number of expert panels at national and international investment conferences and spent time providing strategic guidance and thought leadership to Wealth Management executives for major Canadian financial institutions.