Your partner in personalized, full-service wealth management

With over 20 years of experience in the financial services industry, David serves as a Wealth Planner at PlansToProsper Inc., where he provides personalized, client-first financial planning. His goal is simple but powerful: to prioritize the well-being and financial security of every client through personalized, holistic financial plans that evolve alongside them.

His career has spanned several key roles, including Wealth Planner at Optimize and roles at PEAK Investment Services, Canfin Financial Group, and IPCC. His extensive experience in wealth management, retirement planning, and comprehensive financial planning has allowed him to build a client-centric practice that prioritizes trust, transparency, and integrity.

With designations as a Certified Financial Planner (CFP), Elder Planning Counselor (EPC), and Registered Retirement Consultant (RRC), David has the knowledge and tools to offer a wide range of services, including financial planning, retirement income strategies, tax-efficient investing, and estate planning. His client-first approach focuses on building lifelong relationships, providing a family-oriented experience for every client he serves.

David's financial planning approach is grounded in listening. He takes the time to understand each client’s personal values, goals, and financial needs, building custom, goal-oriented plans that consider every aspect of a client’s financial life — from investments and tax planning to wills and estate management. His belief in lifelong learning ensures that clients benefit from the most up-to-date industry insights and strategies.

As part of PlansToProsper Inc., David remains committed to building long-lasting relationships, not just with clients but with the wider community. The firm supports local initiatives such as the Hillspring Church and Waterdown Wolves youth baseball team, further demonstrating its mission to give back to the communities it serves.