David Guzzo
Chief Executive Officer
With over three decades of experience in the industry, David leads the CU Financial Management team. His leadership work with large banks across Canada, deep understanding of financial planning, and experience with strategic solutions for individuals and organizations, coupled with a passion for enriching Canadians’ financial well-being, have propelled him through key roles in major financial institutions before joining the CU Financial Management team.
David’s qualifications include an MBA and a CFP designation, highlighting a robust foundation of knowledge and skills. Known for his visionary leadership, David brings innovative ideas and practical problem-solving to CU Financial Management. By fostering a culture of diversity, inclusion, and collaboration, he is committed to enhancing the experiences of both our employees and our members/clients.
Beyond his professional life, he finds joy in cycling, golfing, and exploring new destinations with his family.
Based out of: Bedford
Causes: Heart and Stroke Foundation, Conquer Cancer Rides
Financial Planning Tip: Your financial plan is not a once-and-done document; it needs to be a living document.