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.