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Building a Comprehensive Written Financial Plan that may include the following solutions:


RRSP - Registered Retirement Savings Plan

TFSA - Tax Free Savings Account

Tax Effective Non-Registered Portfolio Strategies

Leveraged Investing

RESP - Registered Education Savings Plan

RDSP - Registered Disability Savings Plan

Retirement Income Planning

Term and Permanent Life Insurance

Shared Ownership of Tax Exempt Life Insurance

Funding of Buy-Sell Agreements & Key Person Coverage

Long-term disability & Critical Illness Insurance

Group Benefits: Medical & Dental Coverage/Investment and Pension Plans


DLD Memberships and Certifications

Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances.
I appreciate the high level of service, level of commitment, and the regular reviews. I would recommend Dave and his team to friends and family
without hesitation." ~ Nick Demare, CA, President, Chase Management Ltd.
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