Holistic Wealth Management
Dave supports a diverse group of high-net-worth investors, guiding their financial decisions relating to investment, lifestyle and philanthropic needs. He has over 25 years of experience working in financial services. The experience, training and numerous designations Dave earned over the years allow him get a 360 view on the financial situation of wealthy individuals and families. Dave is a CFA (Chartered Financial Analyst) charterholder, a Certified General Accountant, a Certified Financial Planner and holds the Canadian Investment Manager designation. Dave also participates on the Health Science Centre Foundation board of directors and finance committee.
1001 Corydon Avenue
Winnipeg, Manitoba R3M 0B6
Telephone: +1 204 954 5101
Toll Free: +1 866 954 5101
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