Since entering the financial industry in 1996, David has been working as an investment advisor and retirement portfolio cashflow analyst. As a licensed insurance advisor and exempt market registered dealing representative, he is able to provide clients with access to a wide range of investment opportunities and structured financial products. For his insurance business, David is an independent advisor in partnership with Financial Horizons Group - one of Canada's largest national Managing General Agencies (MGA). For his exempt market business, David has chosen to work with Pinnacle Wealth Brokers - one of Canada's largest national Exempt Market Dealers (EMD).
Over the course of his career, David has built a professional advisory network of financial specialists which expands the depth of advice and services he is able to offer clients. As a student of market history and Austrian school economics, David continues his studies with the Mises Institute and several independent, private research advisory firms.
In his free time, David enjoys reading and outdoor activities such as kayaking, mountain biking and hiking. He and his wife Kathleen have been married 20 years and have two wonderful daughters. Together they actively support several charitable organizations focused on the most pressing issues in the world today.