Dave Townshend

WORK HISTORY

EDUCATION

SKILLS

ABOUT DAVE TOWNSHEND

Our team provides independent and comprehensive brokerage and wealth management services to: 1. Individuals and Families; 2. Corporations and Institutions; and 3. Trusts and Estates. We bring to the forefront over 40 years of investment experience that has enabled us to achieve success and unquestionable results for our clients. Furthermore, we are rounded out with qualified and accredited professionals in legal, tax, and insurance services. We would be happy to assist you by examining your current financial position and accordingly designing a sound and effective wealth management strategy. All clients receive a customized financial plan that considers their present needs as well as their future goals. Our product offerings include: • Trading and brokerage services in equities and ETFs, including new issues and IPOs (TSX, TSXV, NYSE, NASDAQ, AMEX, and various foreign exchanges); • Independent relationships with all major mutual fund families and numerous leading investment funds, with no strings attached; • A global live bond desk, as well as easy access to GICs and other guaranteed products, such as GMWBs and annuities; • Private Placements in the mining, metals, and oil & gas industries; • A leading options and futures platform; • Financial planning, educational planning, and estate services; and • Life insurance, disability insurance, and business-related insurance. There is no cost, obligation, or pressure to work with us. We simply provide an unbiased second opinion which we believe will provide you with value and ideas. You may be pleasantly surprised by what you may learn from us. Specialties Our mission is to understand your needs, embrace your challenges, and provide sound solutions for you to consider in achieving your goals. We view this relationship as a long-term partnership. We utilize our team’s diverse skills, knowledge, and experience to help you simplify your life, develop peace of mind, and gain a sense of control and security.