“It’s tough finding a financial advisor to trust – how can you know they want what’s best for you? But Dave is that guy – he understands competing current/future priorities and takes the time to get to know his client’s needs. I was particularly impressed when he devised a creative solution to a complex pension/RRSP adjustment scenario that I would never have come to on my own. I always trust he has our best interests at heart!”
Jennifer Wong - University Professor
