Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.

I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.

Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFO^TM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.

As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.

Please take the time to browse through my Web site. On it you'll find important information about:

• What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
• What to expect from me as your Personal CFO^TM - my background and expertise
• What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions

Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.

For more than 20 years, David has been simplifying and enhancing the lives of his clients by providing financial and life management services tailored to each clients' unique objectives. His success as a financial advisor is founded on his extensive experience as a corporate instructor, entrepreneur and consultant. After serving in the Royal Canadian Air Force, David joined IBM and taught IBM service representatives how to fix large computer mainframes. Later, he became a partner with a firm that would provide software support to a wide range of clients, managing a staff of 23 programers. They also set up a distributorship for Hewlett Packard computers. When the business was later sold to a telephone company, David became a consultant for Touche Ross (now Deloitte Touche), a large international accounting firm. His background, combined with the internationally recognized Certified Financial Planner (CFP) designation he has earned, has enabled him to build long term client relationships the old fashioned way - outstanding service and advice. He has also earned the Financial Management Advisor (FMA) designation. David continues to teach; now as a guest lecturer at retirement seminars for the federal, provincial and municiple (Halifax Regional Municipality) governments, as well as the Nova Scotia Teacher's Union. Active within the community, he is an elder in the Presbyterian Church. He was a founding member of the Lifetime Abilities Network of Nova Scotia, an organizition to help parents with disabled adult children provide housing, financing and a network of friends to the child after their deaths. He was also a founding member and treasurer of the Greater Halifax Business Leadership Network (GRBLN), an employer-led coalition of business, government and community organizations dedicated to improving employment opportunities for people with disabilities. He is currently involved with L"Arche, an international federation of faith-based communities creating homes and day programs with people who have developmental disabilities. David is married with 2 sons. He attributes a large part of his business success to the assistance of his wife, Sharie. Previously with IBM, Sharie went on to become the executive assistant to the regional director of the Canadian Mortgage and Housing Corporation. She has brought her excellent skills to work with David in the "family business" within the Assante organization. If you would like to meet with David to see how he can help you achieve your personal goals, please call 446-3445, 1 877 446-3445 or email him at dbanks@assante.com. Insurance products and services are provided through Assante and Estate and Insurance Services Inc.

We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.