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 David is a transplanted - but now proud - Maritimer who moved from Montreal to attend the University of New Brunswick in Fredericton, where he completed an undergraduate degree in Health Sciences and Fitness. After enjoying success in university and semi-pro hockey, David went on to complete a Master’s of Business Administration at Dalhousie University in Halifax. David joined the investment industry in 1987 and has earned his Certified Financial Planner designation.
David’s entrepreneurial spirit and strong sense of honourable enterprise have translated into helping clients define and achieve their financial, business and life goals.
"Leadership training is teamwork at it’s best. Whether working with a team of two or two hundred, we work to inspire every client to reach their goals and achieve success," says David.
Training:
- BPE - Bachelor of Physical Education, UNB, Fredericton, NB
- MBA – Masters of Business Administration – Dalhousie, Halifax, NS
- Coaching Degree – Professional Coach designation, Coach U, Andover, KS
- Executive Certificate in Leadership and Management, University of Notre Dame, Notre Dame, IN
- Developing Leadership Talent, Center for Creative Leadership, Greensboro, NC
- Strategic Organizational Leadership Certificate – Villanova University, Villanova. PA
- Financial Management Advisor
- Certified Financial Planner
- Master Certificate in Organizational Leadership – Villanova University, Villanova. PA
- Certificate of Achievement in Essentials of ROI Methodology – Villanova University, Villanova. PA
- Certificate of Achievement in Mastering ROI Methodology – Villanova University, Villanova. PA
- Certificate of Achievement in Advanced ROI Methodology – Villanova University, Villanova. PA
- Master Certificate in Philips ROI Methodology – Villanova University, Villanova. PA
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