David has been a dedicated professional in the financial services industry since 2017, bringing a wealth of knowledge to clients. He is currently working towards his CERTIFIED FINANCIAL PLANNER^® designation, underscoring his commitment to excellence in financial planning. David excels in investment advice and strategic financial planning for families, business owners, and executives. His deep market knowledge ensures tailored, effective solutions.

With over 20 years in hospitality, David mastered understanding client needs and building relationships. He leverages this expertise to offer personalized, attentive financial advice, making clients feel valued and understood.

Originally from Australia, David now resides in Maple Ridge with his wife Tara and their two children, Sophie and Matthew. In their free time, they enjoy exploring hiking trails with their dog Nala. David also has a passion for golf, rugby, skiing, music, and spending quality time with friends and family.

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