David G.
Senior Wealth Advisor, Senior Portfolio Manager @Harbourfront Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Senior Wealth Advisor, Senior Portfolio Manager @Harbourfront Wealth Management
EDUCATION
The University of British Columbia
Political Science and Government
University of Guelph
Honours Bacclaureate in Arts, Business Administration and Management, General
ABOUT DAVID G.
I have worked in the financial industry since 2001 as a Portfolio Manager, Branch Manager, and Certified Financial Planner ™. In addition to my BA (Hons) in Political Science and Business Administration I hold The Chartered Investment Manager, Certified Financial Planner™, Financial Management Advisor, and Fellow of the Canadian Securities Industry designations. “To always do a quality job and do what you say you are going to do”, are words I lives by and are what my clients have come to expect. My wife Joanne and our two children make live in Whistler, British Columbia. You can catch us hiking, skiing, and taking full advantage of BC’s incredible mountains. Now You Are you a busy professional or executive working hard to meet your career goals? Or a successful business owner who doesn’t know what the next step is? I’ll help you integrate your professional and business goals into a comprehensive financial plan that will protect and provide for you and your family. We will secure your assets and and help to protect what you own against health and financial risks. Retirement won’t be a dream, I’ll make it reality. Are you selling your business or business assets? I’ll build you a portfolio that gives you liquidity, growth, and income. Say goodbye to below average mutual funds and open the door to stocks, ETF’s, and Alternative investments in private debt and real estate. Working together, we will make sure you minimize taxes every step of the way. If you want help please email me at d••••••@harbourfrontwealth.comPlease visit the attached link to review our social media disclaimer -
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.