David has worked as an advisor within the financial services industry for 32+ years, with in-depth experience in investment management, comprehensive financial planning, insurance and lending. As a Certified Financial Planner, David’s passion was grounded in assisting people align their core values with their financial objectives so that they might live a life reflective of their highest ideals. That involved not only David’s technical expertise, it called on his skill in guiding clients to be intimately aware of their own “financial personalities”.
Now he has expanded his professional offering as a REALTOR, bringing the full force of his training to help execute one of life’s most important financial decisions.
Beyond his work, David enjoys jiu jitsu, writing, has a love/hate relationship with the gym and thinking on his Harley Davidson Road King.
David graduated with a degree from The University of Windsor, majoring in Political Science and Economics. He holds his Certified Financial Planner (CFP) designation from Financial Planners Standards Council (FP Canada). He is licensed as a Life Insurance Advisor by the Financial Services Regulatory Agency of Ontario. David is also a Chartered Life Underwriter (CLU) under the auspices of The Institute for Advanced Financial Education and Advocis (Financial Advisors Association of Canada). David is licenced as a Realtor with the Ontario Real Estate Association, (OREA) and the Canadian Real Estate Association (CREA) and is a member of the Windsor Essex County Association of Realtors.
Glossy web pages, logos, and alluring content certainly create an initial mental image of success regarding the professional realtor you are considering to represent you in a real estate transaction. However, you know it's about substance, not form, that counts. Foremost are competency and integrity. These qualities are showcased through demonstration.
I suggest this can be best accomplished by an in-person meeting and determining the “fit or alignment” between us. Constructing a selling or buying experience based on making the smartest, least emotional decisions would be regarded as my highest ideal for your real estate transaction. My suggestion is to take me up on it and experience it live. You’ll know if it works for you or not.