Dave is a National Bank Financial Private Wealth Solutions accredited Wealth Advisor with over thirty years of experience in the financial services industry. Dave has a Bachelor of Science from the University of British Columbia and a Masters in Business Administration from Simon Fraser University. He is an accredited Chartered Investment Manager, a Personal Financial Planner, and he has his Options and Level II Insurance licenses. Dave is also a Portfolio Manager, qualifying him to manage his own “Basket” portfolio of stocks on a discretionary basis. He is fully supported by the comprehensive offering of products, services, and specialists of National Bank Financial, and maintains a network of professional advisors needed to fulfill the universe of wealth management needs of his clients. Dave resides in the South Surrey/White Rock area with his wife Brenda.