The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
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FLMI, CLU, CFP, CHFC, CIM
David has been in the Financial Services industry since 1973 and honed his skills as a trusted Wealth Advisor since 1985.
He enjoys working with clients who are retired, or about to retire, helping them organize their finances so as to maximize their retirement income and estate.
David holds several professional designations, including the FLMI, CLU, CFP, RFP and CIM. He is also a licensed Portfolio Manager.
In addition to his passion for Retirement Income Planning and Estate Planning, David assists with the development of Advisors within the firm. David also sits on the Nicola Wealth Gives Back committee, a group that manages the substantial charitable donations that are made by the firm.
David and his wife, Barbara travel extensively. When in Vancouver, David plays guitar and makes an attempt to keep up in the old-timers hockey groups he belongs to.