Our Team

David G. Rounthwaite, CFP®, CLU®, CHFC, RHU

Senior Financial Advisor

Phone: 519-673-0920 ex 110

As your financial advisor, David will coordinate the financial planning process for you by bringing a fresh, relatable approach to the complex world of personal wealth planning. David will help you to identify your goals, and he will work with you to implement a series of strategies that will help you to realize your vision for the future. Dave can be reached at 519-673-0920, extension 110 or drounthwaite@amradvisors.com.

David has over 30 years’ experience in the Financial Services Industry. He has been a member of the prestigious Million Dollar Round Table, and has qualified for many other industry awards and honours.

David is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (CHFC) and a Registered Health Underwriter (RHU). He is also a Certified Financial Planner (CFP). To earn these designations, David had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements, so you can be sure that he is aware of current planning strategies and financial trends. Together, these designations indicate David’s broad range of expertise. He can help his clients with all aspects of the financial planning process, and he also is knowledgeable enough to recognize when to bring in a specialist. David has been an active part of Advocis, his professional association and was its London president in 1986. He is also a member of the Financial Planners Standards Council (FPSC).

David is also a driving force behind the Make-A-Wish Foundation, one of the premier children’s wish granting organizations in Canada. He founded the Southwestern Ontario branch in 1985, and served as the local president for 8 years. In 1987, with two others, David established the Make-A-Wish foundation of Canada and he was instrumental in expanding the foundation across the country. David served on Make-A-Wish boards locally and nationally until 2002, and he has been involved with establishing new chapters and chairing fund-raising committees. He stays involved annually on a fund raising basis.

David belongs to the London Hunt and Country Club. David golfs regularly, and while he is a respectable 14 handicap, he believes his handicap should be lower. David also plays hockey with the “Huff N’ Puff” Old Timers Hockey League. David enjoys boating, water skiing, snow skiing and tennis. He and his family also love spending their summer holidays in Muskoka.

David’s family is a priority. His wife Judy was also involved with the Make-A-Wish Foundation for 12 years. They have three boys, Andy, Jon, and Will and two grandchildren, Gage and Avery.

Will Rounthwaite

Financial Advisor

Phone: 519-673-0920 ext 107

As your financial advisor, Will helps to educate his clients on the various aspects of building a sound, secure and personalized financial plan. He identifies steps that need to be taken by clients and helps them to prioritize based on their own personal goals. Will can be reached at
519-673-0920, extension 107 or wrounthwaite@amradvisors.com.

Will is a financial advisor working with young adults, professionals and business executives who are serious about planning for their future. He enjoys helping clients understand that starting to invest and owning insurance at a young age is one of the best ways for them to get ahead. He was born and raised in London attending Westmount Public School, Central Secondary School, and Western University. Will has always put learning and acquiring knowledge as a top priority. In addition to completing licensing and registration courses, he regularly attends financial forums and seminars to keep up to date on the most current developments in the financial industry. He has completed levels one and two of the CFP Course towards attaining his CFP Designation.

Will has always enjoyed being involved in extracurricular activities and the community. He was captain of his high school football and wrestling teams, wrestled on the varsity team at Western and recently spent some time coaching his high school’s wrestling team. He has spent countless hours volunteering at the London Food Bank and other charitable causes. He was a teacher’s aide at Westmount Public School and an “anti-bullying” spokesperson. Other interests include skiing, billiards, tennis, hockey, and he expects to take up golf in the near future.

Donna M. Smith

Client Services Coordinator

Phone: 519-673-0920 ext 104

Donna ensures that our clients receive the best possible service. She handles all aspects of clients’ day-to-day needs. She sets up and books all appointments for you, and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query. Donna is always available to assist you in any way she can and can be reached at 519-673-0920, extension 104 or dsmith@amradvisors.com.

Donna has extensive experience in the professional services industry where client interaction and client satisfaction is critical. She recognizes the importance of quality and professionalism in the delivery of our services.

Before joining our team in 2004, Donna was Executive Assistant to the President, CEO and management team of one of Canada’s largest independent insurance brokerages and prior to this, several years’ experience with a National Accounting firm.

Donna has two children and two grandchildren. Along with her family, service to her community is also important to Donna. In the past she has been involved with the Sunshine Golf Classic, Y for Kids Golf Tournament, Business Cares Food Drive and St. John Ambulance Foundation. She currently serves on the executive of the Woodfield Community Association as well as President and Treasurer of Middlesex Condominium Corporation #427.

Amanda D. Cardenas

Service Administrator

Phone: 519-673-0920 ext 102

Amanda began her work experience in 2006, in the fast food industry. It was during this time when she took the opportunity to learn about the value of quality customer service and learned that every customer is different, with a unique set of wants/needs/expectations and should be served as such.

In 2010, Amanda enrolled in the Business Marketing program at Fanshawe College and began working (part-time) for David in 2011. She later graduated with a CO-OP Endorsed Diploma in 2012 and was hired on (full time) as David’s Service Administrator.

Shortly After, Amanda married her fiancée, Daniel, and they welcomed their first daughter, Rosana, in 2013 and their second daughter, Isabella, in 2014.

Amanda enjoyed 2 years volunteering at the Portuguese Club of London and was Captain of her John Paul II Women’s Hockey team, Devilettes Hockey team, and London Southwest Competitive Soccer team. She now enjoys attending her Daughter’s dance classes and live sporting events with her family.

Amanda takes care of inputting, the administration of your financial planning process, completing forms and executing trades. If you have any questions regarding the administration of your trades, please do not hesitate to call Amanda at 519-673-0920, extension 102 or abarbosa@amradvisors.com.

Other Resources

Because your financial situation is often complex, our team typically works directly with other professionals to design and implement the strategies that will help you to achieve your goals. We can refer you to members of this core advisory team or work with your advisors as necessary. We have a business continuation agreement in place in case of a personal disaster to protect clients with uninterrupted and first rate advice and service.

Helping You

manage the changing face of life

Working together to create

Financial freedom for you

Our Mission

your success is our only mission

Our Team

David G. Rounthwaite, CFP®, CLU®, CHFC, RHU

Senior Financial Advisor

Will Rounthwaite

Financial Advisor

Donna M. Smith

Client Services Coordinator

Amanda D. Cardenas

Service Administrator

Other Resources

Instant Quotes

Helping You

manage the changing face of life

Working together to create

Financial freedom for you

Our Mission

your success is our only mission

You are here

Our Team

David G. Rounthwaite, CFP®, CLU®, CHFC, RHU

Senior Financial Advisor

Will Rounthwaite

Financial Advisor

Donna M. Smith

Client Services Coordinator

Amanda D. Cardenas

Service Administrator

Other Resources

Instant Quotes