David enjoys spending time with his family and friends, reading, golfing, cycling and running. He is a past provincial and national road cycling champion and he has run the New York City Marathon. David enjoys the challenges of setting and achieving fitness and lifestyle goals.
The lessons learned on the hard road of competitive cycling, have helped David manage his emotions, and provide a clear understanding of the world around him. The patience and perseverance it takes to excel in sport, is easily transferred to the world of investing.
The most successful investors always practice patience, and look at short term set backs as opportunities in order to remain focused on the long term.
Since 1998 David has been helping families and businesses in Windsor and Essex County plan for and manage their financial affairs. As with any plan, implementation and management are essential.
As a sign of his commitment to his clients and to his practice, in January 2007, David earned the prestigious designation of CFP licensee, Certified Financial Planner (CFP®).
As a Financial Advisor David focuses his time and energy on his clients' individual life stages, from young families to retirees including business owners and professionals. David works diligently to ensure his clients' needs are being met. David welcomes establishing and building relationships with new clients and their accounting and / or legal representatives.
Mission:
David's mission is to build strong multi-generational relationships founded on trust, integrity and honesty. Providing excellent customer service is paramount in his day to day activities and is very much the foundation upon which everything else rests.
As David says,
"Having an experienced financial advisor is only the starting point. You must work with a Financial Advisor that has integrity, and that is trusted. I am entrusted with my clients' financial goals and dreams, and that is something I will never lose sight of. I work hard to simplify, organize and plan for the financial well being of my clients."
"I commit to my clients, to tell them the truth, even when they may not want to hear it. I recommend solutions to clients' needs; I do not simply sell them what they think they need."
"Although most people believe my business is primarily about numbers, statistics, and rates of return, I view it as so much more. I view my business as managing typically irrational short term emotions that cloud the judgments of otherwise rational people. My role in your plan is to recommend solutions to your unique situation, and then I must manage not only your plan, but most importantly your emotions. I will not simply "sell" investments; I will however recommend sound financial solutions to your current and future situations."
