Dave has been working in the wealth advisory business for over 25 years and is a Senior Investment Advisor and Portfolio Manager with Wellington-Altus Private Wealth. Numerous designations completed over the years allows Dave to provide clients with the best game plan possible using multiple tools, strategies, and experience. With a multi-disciplinary approach Dave specializes in helping business owners by planning jointly with their accountants and lawyers. Dave can assist in planning for all business stages and maximizing wealth during the transition from corporate to retirement.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.