David plays a crucial role within the financial planning team at Watermark Wealth Management, where he currently oversees the administration of our Advisory Account Platform. Prior to his collaboration with colleagues at Watermark Wealth Management, he held diverse positions at RBC (Royal Bank of Canada), accumulating years of industry experience and ascending through various roles to attain a comprehensive understanding of the financial services marketplace.
A frequent participant in investment conferences, David actively seeks valuable insights into the markets, enabling him to judiciously guide clients’ investments to optimal destinations at opportune moments. His preferred role is that of a financial planner, dedicating numerous hours to meticulous number-crunching to assist clients in adhering to their established goals.
Demonstrating a commitment to continuous learning, David recently achieved his QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) designation, underscoring his competence and dedication to the highest ethical standards in financial planning. Furthermore, he is actively pursuing advanced designations, including the CERTIFIED FINANCIAL PLANNER (CFP®) and the Chartered Investment Manager (CIM).
Away from professional commitments, David enjoys platform tennis, golf, and skiing.
*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
