David believes that it is more than just your money and your investments. He believes that it is a relationship. David shares your vision of what you want to achieve. David wants his clients to achieve their financial goals and works to ensure that they get the advice they need.
Planning for retirement or how to better your retirement, saving taxes, passing your estate to the ones you want or whatever your goals and dreams, David has the experience to provide excellent advice followed up by the knowledge and experience you need.
David has earned a reputation for success with over 39 years of wealth management experience. He holds the following designations and certifications:
- CFP – Certified Financial Planner – Financial Planners Standards Council
TEP – Registered Trust and Estate Practitioner – Society of Trust and Estate Practitioners
CEA – Certified Executor Advisor – Canadian Institute of Certified Executor Advisors
CPCA – Certified Professional Consultant on Aging – Age-Friendly Business Academy
These designations reflect David’s desire to provide valuable advice and direction to each of his clients.
His knowledgeable and personalized approach to wealth management is tailored to achieve your lifestyle aspirations and financial vision for the future.
WHY OLYMPIAN FINANCIAL INC?
Olympian Financial Inc., a privately owned corporation, was founded in 1993 by two highly educated and experienced financial advisors that shared a vision of assisting people with their investments and tax planning. That vision included putting the client and their money first. They wanted clients to work with a totally independent advisor who was able to offer any product and/or service from any company in Canada. It meant that they could choose the best from the best. As Olympian Financial Inc. does not have its own products to offer the advice is free from conflict of interest.
Olympian Financial Inc. is considered a ‘Boutique’ company. It caters to those individuals and companies who want a high level of service and advice working with highly skilled and knowledgeable consultants that place the client’s interests first.
Being a boutique firm doesn’t mean that Olympian is small or ‘risky’. In fact, the advisors can choose from any investment which best services your money. Companies like the 6 major banks of Canada, Fidelity Investments who manage over “2 trillion” should now read – over $4.2 Trillion, AGF, Mackenzie, Franklin Templeton and dozens more are available to Olympian advisors.
As a client, you have the best of both worlds. A highly skilled and trained advisor providing you access to the largest and most respected investment companies with world-wide expertise.
It is working with the clients’ vision, goals, and dreams that the Olympian advisor appreciates and lives for. To assist each client to achieve their vision is the goal of each advisor.
Today, Canadians have so many choices for investing their money. However, many investment dealers are owned and operated by banks and major investment companies. Their sales force/consultants/advisors are often encouraged to sell their firm’s investment products. That means that they often put the interests of the company over your needs. In other words, the company comes first and you and your money second. Why do they treat you and your money like that?
You have a choice! It is your money! Work with an advisor who puts you first. Work with an Olympian Financial Inc. advisor. You deserve the best. You deserve to sleep at night knowing you are in trusted hands.