David Phipps, BSc, MA, CFP, TEP
Securities Representative Fully Licensed, Senior Financial Planning Advisor
David Phipps, Senior Financial Advisor>
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.
You can simply bookmark this site to your favorites by clicking here.
David Phipps, Senior Financial Advisor
BSc, MA, CFP, TEP
Directions to Our Office
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.
Financial Advisor Biography
For more than 17 years, David has been a financial advisor helping individuals and families achieve their financial
planning goals, by providing advice 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 served for five years 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 was 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, Wall Street Journal, CBC Radio, CBC Television, CTV News, Canadian Economic Press News, Ottawa Business Journal, TD Performance Magazine, Advisors Edge Magazine, Forum Magazine, Forever Young News, and Commerce Times.
David is a member in good standing of the following professional associations and licensing bodies: Financial Planners Standards Council and The Society of Trust and Estate
Practitioners.
A strong contributor to the community, David has volunteered 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 and spending time with friends and family.
Mission
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.
Vision
To be viewed as the BEST in the minds of our clients at helping our clients work toward financial security.
Geographic Service Areas
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.
Investment and Insurance Products
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.
Financial Planning Areas
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.
Assante Story
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.
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