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Dedicated. Trusted. Professional.
David provides investment counsel and wealth planning services to ATB’s most prosperous families. Specializing in high-net-worth investors, David brings a disciplined and comprehensive approach to helping individuals grow and protect their wealth. To David, a successful client relationship is a true partnership built on trust, open communication and a shared understanding of goals.
Where Dedication Leads to Results
David’s career was shaped by his decision to leave his full-time job to pursue further education and the professional designations needed to reach his long-term goals in finance. He joined ATB Investment Management in 2018 and has extensive experience with portfolio analysis, research, and advising clients on investment products and solutions. David is a graduate of the University of Alberta with a Bachelor of Commerce and is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP) professional. Today, David is a dedicated steward of wealth and specializes in providing customized investment strategies and wealth planning advice tailored to personalized client goals.
A Passion for Empowering Investor Education
Based in Edmonton, David is passionate about promoting financial literacy and investor education, and he currently serves on the Board of Directors for the CFA Society Edmonton. He is an avid soccer and hockey fan and enjoys travelling and working on his golf game.
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I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
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