David Van Halteren
David Van Halteren
Portfolio Manager
Waterloo, Ontario
About David
David Van Halteren is an experienced Portfolio Manager. Now based in Toronto, he has been achieving success for his clients for nearly 30 years. David studied Finance at the Schulich School of Business at York University, where he earned his BBA and MBA degrees. David later worked as an instructor at Schulich, teaching Financial Planning courses to business students. Today, he continues to stay on top of all financial matters relevant to his clients both domestically and internationally. David has an unwavering passion for finding sensible opportunities in both the tax saving and investment arenas, which allows his clients to grow their wealth safely and wisely in order to achieve their dreams.
David and his wife, Lisa, have two adult sons. He is proud to support World Renew, a Christian philanthropic organization that works to relieve food insecurity and global poverty, among other issues, as well as Hope and Healing International, a charitable agency dedicated to helping disadvantaged communities around the world.
The David Van Halteren Value Add
David provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, David works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. John measures his success by how well he has helped his clients achieve their specific goals and objectives.
David's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. David, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through David and a licensed portfolio manager from Optimize are outlined in detail below.
- Financial Planning
- Investments*
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions
As a Senior Financial Planner, David helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba
Contact
david.vanhalteren@optimize.ca
416-410-8448
Office Location
Ken's Wealth Management Team
Devon Kirkham
Associate Portfolio Manager