Dave O’Keeffe, CPA, CGA

Dave OVice President, Finance and Operations

As Vice President of Finance and Operations, Dave provides oversight for the financial aspects of the business, as well as pooled funds valuations, legal agreements and compliance. His extensive industry experience in financial accounting and analysis spans three decades beginning with Investors Group Inc., followed by eight years as a Manager and Senior Consultant with Assante Wealth Management and Loring Ward International, servicing high net worth clients in Canada and the U.S.  Most recently, he was Director of Operations for a local global investment firm, acting as senior contact for all operational aspects of a discretionary asset manager.

 

Dave holds a Chartered Professional Accountant (Certified General Accountant) Professional Designation from the Certified General Accountants Association of Manitoba.