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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: