Dave joined ATB in September 2024 with over 20 years in the financial industry. He previously spent 18 years with Cidel Asset Management and Cidel Trust Company. During his time there, he was instrumental in building the western Canadian client base and worked with ultra high net worth families to design and implement solutions to meet their legacy aspirations.
In his current role, Dave’s primary responsibilities and key focus areas include strategy, distribution and advisor support across southern Alberta, with an emphasis on building a strong business to meet the needs of Albertans now and in the future. He oversees the financial advisor team across southern Alberta.
Dave is passionate about advancing financial literacy and ensuring clients are prepared for life’s uncertainties. Dave’s unique expertise lies in understanding and implementing solutions to simplify complex financial challenges for clients. As a leader, his philosophy is to remove obstacles for advisors, enabling them to maximize their ability to support clients.
Dave holds a B.Comm from Dalhousie University, is a CFA Charterholder and a designated Family Enterprise Advisor. Based in Calgary, Dave is an avid skier and is involved in the community, sitting on the Advisor Board of the Chinook Fund.
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