David is a registered Portfolio Manager with over 22 years of experience helping investors preserve and grow their financial legacies. Through his holistic approach and network of multidisciplinary experts, he helps affluent families navigate the many complexities that come with wealth. David has an impressive track record of risk management, delivering an exceptional client experience, and prioritizing collaboration.
Prior to joining Bellwether, David served as an Investment Counsellor at HSBC Bank Canada, advising the bank’s high-value clients and implementing customized, discretionary investment strategies. During his early career, he held similar roles with one of Canada’s leading wealth management firms as well as a boutique multi-family office. David has broad experience integrating investment advice with the many tax, risk, and estate planning issues confronting clients.
David holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, and is a member of the Toronto CFA Society and the CFA Institute. He earned a Bachelor of Arts (Economics) from Western University and an MBA from the Australian Graduate School of Management—The University of New South Wales.
David enjoys sailing and is a member of the Toronto Island Sailing Club. He currently resides in Etobicoke with his family.
At Bellwether Family Wealth | Mississauga, we put ourselves at the centre of your financial affairs so that we can see the complete picture and ensure the advice and guidance you receive is in your best interest. We start by taking an in-depth look into every aspect of your financial life and then we work with you to create a comprehensive plan that sets you on the best course to achieve your goals and dreams.
Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs. But doing so is not only time-consuming, it’s ineffective. Each professional you deal with will only have one piece of the puzzle. You may end up receiving conflicting opinions, or worse, advice in one area that may negatively impact another. When you work with Bellwether Family Wealth | Mississauga, you get a holistic approach that focuses on both the big picture and the details to protect your family tree.
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
“We have found that everyone involved has been friendly and approachable. We feel comfortable asking questions regarding investments that we are unfamiliar with and have limited knowledge about. We receive easy-to-understand guidance and trust in their management going forward.”
“We have found that everyone involved has been friendly and approachable. We feel comfortable asking questions regarding investments that we are unfamiliar with and have limited knowledge about. We receive easy-to-understand guidance and trust in their management going forward.”
“We are amazed with their ability to limit much of the market volatility, and feel that they have done a very good job at managing in these tough times.”
“We are amazed with their ability to limit much of the market volatility, and feel that they have done a very good job at managing in these tough times.”
Personalized financial planning
Tax strategies to keep more of what's yours
Your wealth managed with the entire family in mind
Live the life you desire, craft the legacy you deserve, and reclaim the time to focus on what matters most to you.
Time is our most valuable asset—one we can’t buy more of—so how we spend it shapes how we live, and we’re here to help you make the most of it.
Because a legacy is more than just the money you leave behind, it’s the reassurance that you made a lasting difference with a story worth remembering.
When a financial plan is customized to your exact needs, overseen by your dedicated family wealth advisor, and powered by a globally diversified portfolio, it won’t just help you live for today—it can ensure your legacy creates for generations.
Everyone has a story, but few can decide how it’s told or when it will be forgotten. Let’s co-author one that you can be proud of.
Our fully integrated approach combines portfolio management with comprehensive financial planning. We ensure that every aspect is considered—including tax efficiency, estate planning, and wealth transfer—to provide truly handcrafted solutions.
Balancing your current financial needs with short- and long-term goals through personalized retirement planning strategies.
