About Us

After graduating from the University of Regina, David entered the investment industry and has been advising individual clients and foundations since 1983. He had a number of senior management roles with a major bank owned firm and now focuses on personalized service to a conservative client base. David is a Fellow of the Canadian Securities Institute and is very active in the community working with many organizations. David is presently the Chair of the Bateman Foundation. David’s passion is to connect people in the community and with it has developed a very robust and diversified professional network. These contacts help immensely on the investment planning side and in helping to educate and inform his clients.

 

David lives by the inspiring words of Zig Ziglar, striving to embody them in every aspect of his life: “You will achieve your own aspirations when you dedicate yourself to aiding others in achieving theirs.”