THE MISSION
Your Business & Wealth Advisor helping you plan for a better tomorrow
It's David's mission to increase a growing community's net worth through careful planning, helping clients persevere with purpose and intent.
BUSINESS & CAREER ADVISOR
YEARS OF EXPERIENCE
SUPPORTED PERSONAL PORTFOLIOS FROM $100K TO $20M+
CORPORATE & PERSONAL
WEALTH PLANNING
FACTS
The shocking truths about personal finances
Living Paycheque to Paycheque is on the rise
Year after year, the number of people living paycheque to paycheque is increasing.
70% of Canadians don't have a financial plan
Only three in ten Canadians have a financial plan.
People with a plan are more confident
Canadians who have a plan to save are more confident their savings will provide the standard of living they hope.
2 in 3 people with kids don't have enough insurance
Only 33% of parents with children under the age of 18 have life insurance, a product designed to meet the needs of the vast majority of parents with dependents.
OUR SHARED SUCCESS
What's in Store When We Work Together
- A Life/Wealth Roadmap
- Understanding future needs and how to protect them
- Improved adherence to life goals
- Clear trade off between spending and saving
- An Advisor during all key life decisions along their journey
- Access to a trusted network of experts
ADVISING SERVICES
The zero to hero service
As an independent advisor David works with you to help identify the life you want and how to work within a partner of trusted resources to make it happen.
Leveraging Financial and Psychological best practices to help you life with intention.
BUSINESS & WEALTH ADVISING
Whether you're a small business needing expertise to help steer the ship or require support in your career planning at an advisory capacity.
FINANCIAL MANAGEMENT
Whether you are running a business or a busy household a customized plan will be crafted for you with David's assistance to help keep you accountable.
FREE CUSTOM PLANNING TOOL
NO matter your position, it's always a good time to start planning for tomorrow. Use this FREE tool to help budget, plan and live a less-stressful life.
FRACTIONAL FAMILY OFFICE
As we grow, so will our network of partnerships and therefore, our living with a plan services . Stay tuned for more.
CONTACT
Free 30 mins consultation. Schedule your next call with David.
