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David seeks to find out what truly matters most to the client, and how TD Wealth's platform can support each unique individual, family and organization. From core banking and credit, through tailored investment management, all the way to medium-long term considerations like Will & Estate planning, David is there to act as lead and guide of the wealth strategy more broadly.
David's journey at TD began in December 1990. David has held varying roles within retail, commercial and Wealth within Canada and the United States of America. Prior to rejoining the TD Wealth Private Wealth Management team in Burlington, David held the position of VP Relationship Manager with TD Wealth in Florida. He has a Bachelor of Arts Degree with a Major in Economics, from the University of Toronto.
Outside of work, David volunteers at The Dr. Bob Kemp Hospice in Hamilton, Ontario. David has been a member of the Board of Directors of the Dr. Bob Kemp Hospice since April 2018. He is currently serving as Treasurer.
A Team Approach
As a team, our mission is to connect with each and every audience using wealth management techniques they can understand and pronounce – with no surprises. Clients who have been searching for a brand capable of delivering a strategy and experience that is exactly what it says it is; a brand and reputation founded on precision, professionalism, responsiveness, and intuitive understanding of the unique features and needs of high net-worth clients. As a team, we will strive to consistently provide a seamless, interactive and highly professional client experience from discovery to enrollment and beyond.
Branch Office: (905) 331-2532
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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