David Mercer
Regional Wealth Management Coach
David has more than 14 years of experience in financial services, specializing in business development, people planning and training. After ten years in the restaurant industry, he earned his diploma in business administration and got his start in finance working for a credit union. David is a people person who loves brainstorming and finding new and creative ways to support his organization, team and clients.
Outside of work, you can find him spending quality time with his dog, travelling and cooking.
Based out of: St. John’s, NL
Causes: For the past 7 years, David has worked with local high schools to support financial literacy education in youth. He also regularly volunteers with a local community group, providing free hot meals to those in need.
Financial Planning Tip: Plans can evolve and needs and wants can change. Always take time to reflect on your plan and change it if the goal no longer supports your long-term objective.