CFA LLB MBA CFP
David acts as a financial quarterback for his clients providing integrated financial advice, including financial planning, portfolio construction, risk management and estate planning advice.
Trained as a securities lawyer, David practised law with the Ontario Securities Commission. Prior to joining Creative Planning, David was a Wealth Advisor with a bank-owned investment dealer. He also spent a number of years as an investment banker with another bank-owned investment dealer.
David graduated from the joint LLB/MBA program at Osgoode Hall Law School and the Schulich School of Business. David is a CFA charterholder and holds the Certified Financial Planner designation.