DISCOVER INCREDIBLE POSSIBILITIES THROUGH INTENTIONAL LIVING WITH A WELL-CRAFTED PLAN.
Explore David's
Journey & Passion
Not your typical finance partner.
David's advice spans your Career, Life, and Wealth
HELPING YOU LIVE MORE PURPOSEFULLY.
Everyone deserves to cherish
life's essential moments.
DAVID'S STORY
A little bit about David...
The Origin Story
How It All Started
EXPLORING THE WORLD THROUGH HIS YOUNG EYES
David, like many kids born in Canada in the 70's, has two immigrant parents who moved here to make a better life for themselves and their children. Although always hardworking, David and his brother lacked financial literacy that a lot of first-generation Canadians could benefit from early in life, to achieve true financial freedom.
David inherited his work ethic from his parents. While juggling school and social life, he entered the workforce in his teen years. Despite leading a busy young life, he was always focused on building the necessary blocks to set himself up for a strong future professionally and personally. David was pegged as the “role model” amongst his friends for his successes in his professional career and investments.
Over the years, David gained tremendous knowledge on how to navigate building wealth while balancing the present with the future. His knowledge was tested when his parents experienced financial hardship. Without any hesitation, he helped guide them out of their situation and to financial freedom. They are both retired now, enjoying life's truest joys while living stress-free. From that moment on, he kept finding himself sharing financial advice with anyone and everyone who wanted to listen. It was truly his passion!
With his extensive knowledge of business, technology, and finance, his passion grew, and his desire to help others achieve financial freedom became his calling.
Executive Status
Career Highlights
HOW DAVID LEADS WITH EXCELLENCE
With 25+ years of experience across a broad spectrum of fields, which include tech, banking, life science, manufacturing and consulting, David has built a wealth of accomplishments from a variety of positions.
- As the CIO and CTO of Stealth Monitoring (The largest private B2B remote video monitoring company in North America), he successfully implemented AI to improve efficiency by ~10x and received a US patent for the approach.
- While he was the Vice President of Global Enterprise Technology at Scotiabank, David led a team of 200+ people saving the Bank over $200M per annum refining and transforming their global corporate functions processes and technologies.
- During David's tenure at AstraZeneca, he rose to the position of Global Head of Technology Architecture and Strategy, where he oversaw and consolidated AZ's global $1.5B business technology roadmap and strategy.
Bridging Technology and Financial Freedom
The Next Chapter
PURSUING THE DREAM: LIVING WITH A PLAN
David has had a lifelong love affair with technology. From his first computer, to the establishment of the Internet, to the practical application of mechanical devices, and most recently with the advent of Artificial Intelligence. Coupled with his knack for planning, David has successfully combined his enthusiasm for technology with his desire to help those in financial woes. As a result, he has created an effective and purposeful strategy to make financial plans that cater to his clients and their specific needs.
It is David's belief that having a plan and living by it is the best way to alleviate the stress of financial worry, and helps provide the guidance needed to make the necessary adjustments as they are required. There is no way to predict the future, but you can be better equipped to handle the unpredictability of the economic landscape. This will enable growth as well as adjustments, using the agility of technology to adapt to each bump in the road. David has a tremendous zeal for being a positive force in people's lives, and with his bespoke approach, he is making lives better, one plan at a time.
The Present is a Gift
Life Now
"SUCCESS IS NOT ABOUT THE DESTINATION, IT'S ABOUT THE JOURNEY."
David believes that life is just as much about the journey as it is about leaving a lasting legacy for your children. Consequently, he places a lot of value on quality time spent with his wife and beloved children and his closest friends who he refers to as his "chosen family." Whether that's going on adventures to foreign countries, or nurturing the interests and abilities of his children, or just hanging out and watching the latest stand up comedy special, he is always contributing as much as he can to these relationships. If there is one word that can sum David up, it is generous, as he gives a lot of himself to those around him so that they too can enjoy life to the fullest, and not be weighed down by the stresses of daily life. Because David has occupied so many roles in his life, he is now able to extend that generosity to those who haven't yet benefitted from knowing him. His focus is to help spread his knowledge, and give people the opportunity to share in his accomplishments and create their own rewarding life plans.
