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Dave enjoys working with clients on their finances, and those who are active and engaged in their plans to develop behaviours to help build and protect their wealth. He brings a comprehensive background in financial services and post-secondary education, helping others navigate challenges and develop strategies to achieve their goals.
Prior to joining Assante Capital Management Ltd., Dave started his financial services career with Stepright Capital Planning, part of London Life. He graduated from Wilfrid Laurier University where he was President of the Students' Union, and enjoyed a career in Student Services, building programs and services at the Brantford Campus.
As an Executive member of the Brant/Norfolk chapter of Advocis, Dave is a leader in ensuring financial advisors in the area share and implement ideas with other members through ongoing professional development. He is in the process of completing the Certified Financial Planner (CFP®) designation through Advocis and the Financial Planning Standards Council.
Dave is an active community volunteer with several organizations including the executive of the Chamber of Commerce Brantford-Brant. He loves spending time with his spouse, two boys, and running with his dog. His other interests include golf and personal fitness.