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814-1661 Portage Avenue, Winnipeg MB, R3J 3T7
814-1661 Portage Avenue, Winnipeg MB, R3J 3T7

David is responsible for enhancing client experience by providing excellence in various administrative matters. He started his career in the financial services industry at Investors Group as a Client Investment Representative. There he developed and enhanced his communication and mediation skills by collaborating with multiple processing departments. His experience includes providing information to financial advisors on a wide variety of matters including investment funds, pension transfers and related requirements of the Canada Revenue Agency.

David holds a Business Diploma from Red River College, with a major in Human Resources. He is currently taking the Canadian Securities Course.

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