Private Wealth & Estate Services
The Great-West Life Assurance Company
David has provided advice and expertise to financial security advisors and their clients since 2000. He specializes in analyzing and building full investment and retirement plans for affluent, high-net-worth clients.
David joined The Great-West Life Assurance Company in 2007 as a Private Wealth Counsellor with Private Wealth & Estate Services, bringing his extensive experience in financial planning to the organization's clients and advisors. In this capacity, he provides assistance to financial security advisors in delivering value-added knowledge and service to a select group of clients.
David earned the Chartered Financial Analyst (CFA) designation in 2005. This designation is recognized and respected by industry professionals internationally. He has also earned the Financial Management Advisor (FMA) designation and completed many other industry courses that include the Canadian Securities Course (CSC), Professional Financial Planning (PFP) course, the Wealth Management Techniques (WMT) course, the Derivates Fundamental course, and the Conduct and Practices Handbook (CPH) course.