David knows that today’s financial markets can be overwhelmingly complex for clients, presenting them with a seemingly endless offering of products, strategies and opinions. By carefully researching and selecting the best options for clients, David cuts through the noise and presents them with a plan to help protect and grow their hard-earned savings.
Top-down asset allocation is at the core of his approach. Participating in global markets using a mix of equities, ETFs, preferred shares, investment grade and high-yield bonds, and private investments is essential to achieving a properly diversified portfolio.
David believes that options strategies can be terrific tools and are often overlooked. Helping clients understand and implement these strategies can reduce emotional decision-making, and can reduce risk.
David is graduate of the University of Guelph in Economics. He is very active in community-based mental health organizations and serves as VP Education of a local Toastmasters Club. When he’s not doing that, he’s busy training for his upcoming Ironman competition.