Welcome

This Assante web site is designed to assist prospective clients in gaining an understanding of the financial planning work I do as a financial advisor with Assante in Ottawa, and to act as a portal for existing clients to some of the information available to them.

If you are a prospective financial planning client, I encourage you to take a moment to browse through our client testimonials and to read through the FAQs (Frequently Asked Questions). I considered some of the questions that prospective clients have asked in the past about me or Assante, and wrote out responses that apply directly to my financial planning practice and how I do things as a financial advisor. Also, you may want to look at some of my most recent articles and interviews in the media on financial planning issues.

Please read below for a summary of my financial advisor biography, mission and vision for my financial planning practice.

Thank you for visiting my Assante Web site. Please contact me or my team at your convenience.

David Phipps, Senior Financial Advisor
BSc, MA, CLU, CFP, CHFC, TEP

For directions and a map to our Assante office located in the west end of Ottawa, click here. If you have any difficulty just give us a call.

For more than 15 years, David has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advise on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in Ottawa he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

David became a licensed financial advisor in 1993 with Manulife Financial in Ottawa. He completed the Chartered Financial Planner and Chartered Life Underwriter designations in 1995, Registered Financial Planner and Certified Financial Planner designations in 1996, Professional Financial Planning Course in 1997, Chartered Financial Consultant designation in 2001, Branch Manager's Course in 2002, Retirement Plans Associate designation in 2004, and Registered Trust and Estate Practitioner in 2006. In addition to his financial planning training, David has a BSc and MA from the University of Guelph.

David is one of three advisors in Canada who sits on the National Best Practices Committee of Advocis, The Financial Advisors Association of Canada , and has served as the Best Practices Chair and Professional Conduct Chair for Advocis in Ottawa. In these roles, his mandate is to provide leadership to other financial advisors on ethics and best practices. David is also a CFP Ambassador for the Financial Planners Standards Council, and has been quoted as a financial advisor on financial planning issues in both the national and local media, including the Globe & Mail, Toronto Star, National Post, CBC Radio, Ottawa Business Journal, TD Performance Magazine, Advisors Edge Magazine, Forum Magazine and Forever Young News.

David is a member in good standing of the following professional associations and licensing bodies: Financial Planners Standards Council, The Financial Advisor Association of Canada, The Society of Trust and Estate Practitioners, The Chartered Life Underwriter Institute.

A strong contributor to the community, David is a volunteer with the Ottawa Humane Society and Big Sisters Big Brothers Ottawa. Resident in Ottawa since 1992, David, his wife Natalie, son Jake, and their white boxer Zoë, share a passion for hiking, eating chocolate and spending time with friends and family.

To guide our clients in making the right decisions for their future. We will accomplish this through education, communication and service which exceeds our clients' expectations.

To be viewed as the BEST in the minds of our clients at helping our clients work toward financial security.

David Phipps is able to offer advisory services in Ontario and Quebec. Most of our clients live in Ottawa and surrounding areas including Kanata, Manotick, Nepean, Greely, Gloucester, Orleans, Arnprior, Stittsville, Carp, Carleton Place.

David's affiliation is through Assante Capital Management Ltd., an investment dealer, where he can provide advice on Mutual Funds, Stocks, Bonds, GICs, RRSP, RRIF, LIRA, and LIF accounts. David Phipps is licensed through Assante Estate and Insurance Services Inc. and Great-West Life to provide advise on Annuities, Segregated Funds, Life Insurance, Disability Insurance, Health Insurance and Critical Illness Insurance.

David Phipps provides financial planning advice through Assante in the following areas: Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning.

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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		Assante Capital Management Ltd. - member CIPF 2725 Queensview Drive Suite 300 Ottawa, ON , K2B 0A1 Email: dphipps@assante.com Phone: (613) 729-7526 Fax: (613) 729-7199

		February 7, 2008: David interviewed by Toronto Star on proper portfolio design November 2nd, 2007: David interviewed on CBC Radio about the strong Canadian dollar AWM Commentary

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