“I want someone with honour and integrity, someone I can trust and believe in to handle my financial affairs. Dave provides that for me.”
Dr. Ralph Ruby, Retired Physician, Associate Professor
University of Western Ontario, London
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What a Financial Advisor can do for you?
Our Company
We are dedicated to providing investment management and strategic wealth planning to business owners, professionals, retirees and their families. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm with over 30 years experience, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results that are specifically tailored for you.
What Sets Us Apart
We use Proprietary Analysis which is an active multi-level analysis strategy with a risk management overlay. It is based on the fact that MONEY FLOW impacts SUPPLY & DEMAND which drives PRICE ACTION which determines RELATIVE STRENGTH. Using this analysis we are able to identify the strongest sectors of the market and the strongest investments in each of those sectors so that our clients are always invested in strength.
Our Accreditations
Sterling Mutuals Inc. Finanical Planners Standards Council (FPSC) Advocis
