David is a senior financial planner at Assante Financial Management and owner of P.T. Financial Consulting Ltd. He has more than 24 years of experience in the financial industry. He specializes in working with business owners and seniors. In addition to his Certified Financial Planning designation, he has earned his Elder Planning Counsellor and Certified Executor Advisor designations. David also taught the Registered Retirement Consultant course at Capilano University.
He is a strong believer in continuing education and is a regular speaker for community and business groups.
David lives in Coquitlam with his wife and son.
David joined the Burquitlam Senior Housing Society board in 2014 and has served as President since 2016.