Value statement

David has been proudly serving clients in the financial industry for more than 20 years. From the beginning, his mission has been to provide honest, quality service with integrity while helping his clients meet their financial goals. David takes pride in the ability to create individualized plans to best fit each client’s objectives, carefully listening to their needs and wants, and casting a vision for their future. His investment experience includes retirement planning, estate planning services and personal needs. He specializes in stocks, bonds, mutual funds, annuities, ETFs, and closed-end funds. David goes above and beyond for his clients to help with their financial security with excellent service.

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Did you know this about money management? December is an ideal month for year-end gifts. I can help you incorporate charitable giving into your wealth plan. Contact me to learn more.

Looking for an opportunity to reduce your tax payment? Loan interest deductibility could be an option, depending on the borrowing purpose. Connect with me to discuss. Click here to learn more. https://docs.rbcwealthmanagement.com/us/31425-know-options-for-loan-interest-deductibility.pdf

Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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