Welcome. As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing customized wealth planning advice and developing a comprehensive strategy tailored to their unique needs and goals.

With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada. My relationship with Assante allows me to offer my clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.

Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.

I would be happy to discuss how we can work together to create a strategy that meets your needs - now and for the future. Contact me today for a confidential conversation.

David has earned the coveted Certified Financial Planner (CFP) designation as governed by the Financial Planners Standards Council of Canada and has also completed the Financial Management Advisor (FMA) accreditation as granted by the Canadian Securities Institute. Furthermore, David is a Fellow of the Canadian Securities Intitute(FCSI) which remains the financial industry's highest honour. David is a Senior Financial Advisor and his office is located at 1005 Skyview Drive in Burlington, Ontario and he resides in Ancaster, ON.

My mission as the primary advice provider to my clientele is to continually recommend creative financial solutions to increase and preserve wealth under all economic conditions. This will serve to ensure a higher current standard of living and leave a lasting benefit for their descendents/heirs.

With each and every client I develop a one-on-one relationship. In everything that I do I am guided by a commitement to providing personalized advice based on a foundation of confidentiality, ethics, and respect.

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.