Senior Financial Advisor
David has more than 25 years of experience in financial services, specializing in pre-retirement and retirement planning. He began his career in the industry on the lending and mortgage side. After 11 years, he transitioned into financial planning and realized that was what he most enjoyed, specifically helping his clients get the most out of their retirement planning. His goal is to make their years after working as enjoyable as possible and to help them keep more of their hard-earned money in their own pocket.
Outside of work, David enjoys getting outdoors. From spring to fall, you’ll find him camping, kayaking, biking or hiking the trails at Fundy National Park.
Based out of: Sussex, NB
Cause: David is active in the Sussex soccer community, having coached middle school teams and AA teams. During the summer, he runs in support of many causes in and around the Sussex area.
Financial Planning Tip: Plan for your future today and take the stress out of tomorrow.