Financial Security Advisor, Investment Representative
A life long resident of the area, Dave is a well-connected and highly visible community member with a young family and a commitment to health and wellness. Prior to joining Stepright Capital Planning, Dave started his career with London Life in the Tri-Cities Regional Office for Freedom 55 Financial. Dave enjoys working with young families and new businesses, establishing financial plans and behaviours to help build towards their personal and professional goals. With a comprehensive background in post-secondary education helping others navigate challenges and create success strategies, he enjoys applying his expertise and natural passion every day with his clients.
As the Advocacy and Best Practices chair of the Brant/Norfolk chapter of Advocis, Dave is a leader in ensuring financial advisors and planners in the area share and implement ideas with other members through ongoing professional development. He is in the process of completing the Certified Financial Planner (CFP) designation through both Advocis and the Financial Planning Standards Council.
Dave is an active community volunteer with several organizations including Chamber of Commerce Brantford-Brant, Brantford City Soccer (Tiny Tots coach), the Laurier/YMCA Athletic Centre project, and the 2016 Brant United Way Campaign. His interests include golf, running, reading, and personal fitness.