Portfolio Manager, Creative Planning Wealth Management of ACPI
Trained as a securities lawyer, David practised law with the Ontario Securities Commission. Prior to joining Creative Planning, David was a Wealth Advisor with a bank-owned investment dealer. He also spent a number of years as an investment banker with another bank-owned investment dealer.
David graduated from the joint LLB/MBA program at Osgoode Hall Law School and the Schulich School of Business. David is a CFA charterholder and holds the Certified Financial Planner designation.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.
