Executive Vice President, PIB Wealth Management
Branch Manager, Worldsource Financial Management Inc.
In the industry since 1993
With PIB since 1994
Telephone: 1-800-265-6197 Ext 219
With a bachelor’s degree in Economics from the University of Waterloo, Dave has been in the Wealth Management Industry since 1993 and with PIB Wealth Management since 1994. He is a Certified Financial Planner (CFP®) and is life insurance licensed.
As Executive Vice President and Branch Manager for PIB Wealth Management, Dave guides our team, steering the investment direction for the firm and analyzing investment managers from Canada and across the globe. Dave has led the development of the PIB Retirement Income RoadMap; a simplified and understandable solution for our clients – answering our clients’ question … WILL I BE OK?
Having the ability to recognize clients’ needs and wants, Dave continues to work with clients, creating easy to understand solutions for their complex problems.
PIB Wealth Management
49 Industrial Drive
Elmira ON N3B 3B1