Welcome! I'm David.

I am committed to helping people in Central Alberta achieve their financial goals and dreams by providing straightforward, dependable, and sincere financial advice.

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

Manufacturing showing slow but steady recovery

In case you are wondering about the current status of our economy and what to expect in the next several months, read the attached article from ATB’s, The Owl.  Continue reading...

Where does the risk come from in your portfolio?

We understand that you may want to know where the risk is coming from in your portfolio and understand what kind of impact it may have especially during a stressed or difficult time when risk is more of a concern than a return… Click here to learn more.    Continue reading...

Job vacancy rate drops in Alberta

Are you, or do you know anyone looking for a job in Alberta? Well, according to the latest Job Vacancy report released by Canada’s national statistics, the number of jobs that are waiting to be filled in Alberta has fallen significantly over the last year. Click here to view the...  Continue reading...

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ATB Investment Management Inc. and ATB Securities Inc. (Member – Canadian Investor Protection Fund, Member - Investment Industry Regulatory Organization of Canada) are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. Disclosure