I view myself as a financial educator. The more knowledgeable investors are, the more likely they are to succeed in creating and preserving their wealth. I want to keep my clients well-informed on the markets and investment opportunities. I want to provide the critical information my clients need to make sound investment decisions regarding their portfolio.
I commit four factors to my valued clients to ensure our relationship is a prosperous one.
- Focus - I will listen closely to my clients' goals to ensure financial goals are inline. I will work hard to try and achieve these financial goals.
- Honest - I tell the plain truth all the time. I talk straight with my clients and never make promises that I cannot or will not fulfill.
- Integrity - I closely monitor my clients' portfolio on a regular basis and contact my clients when I feel changes are required. I invest my clients' capital as carefully as I do my own.
- Attentive - Every quarter I provide my clients with a portfolio review to determine performance and, if necessary, re-visit goals and rework financial plans.
Meet the Team
When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. Trevor Marsh, Financial Advisor, CA, CFP, has over 20 years experience in the financial industry with extensive knowledge of accounting practices and financial analysis. His accreditation and experience is a great asset to our team. Melissa Procopio is our Administrative Associate and has been an integral member of our team for over 6 years. Contact Melissa today to arrange for a consultation.
On this site you will find links to newsletters, articles and other miscellaneous information that I feel is helpful to my clients in becoming more knowledgeable investors. Take some time to read them and take the first step in creating and preserving your wealth.
Biography
David Demoe (CFP) has over 15 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment captial, while minimizing their tax exposure.
The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a Financial Advisor, David Demoe will assist you with growing your wealth.
Assante Story
Founded in 1995, Assante Corporation is a leading provider of integrated wealth management solutions in Canada through its network of advisors.
Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services - from investment counselling to insurance and estate planning - helping individuals manage their assets and lifestyle needs.
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