Know your advisor: CIRO Advisor Report
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Affable. Knowledgeable. Trustworthy.
As a senior financial advisor, David looks forward to building trustworthy relationships where everyone can work together honestly and collaboratively. He holds a Bachelor of Management Finance, is a designated Financial Management Advisor (FMA) and Certified Financial Planner (CFP®) based out of Lethbridge.
Finance runs in the family
David grew up in a banking family where the importance of managing money was part of his daily life, inspiring him to pursue a career in financial services. He enjoys providing insights and education and making you more comfortable with your money, especially during times of market turmoil. David encourages all of his ATB Wealth clients to save early, save often and take a long-term approach to investing.
Making financial planning fun
David enjoys working together with clients and is always ready to have a laugh. He will provide you with flexibility and options that best fit your financial goals. On the weekends, you can find David outdoors hiking, camping, off-roading or drag-racing.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.