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 also a CFA charterholder.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.