For David, private wealth management is a family affair. He works closely with all family members to develop a cohesive strategy and design customized solutions to achieve your family’s goals.
David has spent 35 years providing tailor-made financial solutions for business owners. He has worked with some of Canada’s leading financial and professional service firms including Great West Life, Canada Trust, Royal Trust, KPMG, and PriceWaterhouseCoopers. David looks at private wealth management from a variety of perspectives—public accounting, personal financial planning, investment management, succession, tax, and estate planning—so that he can design a solution that is just right for you.
3 Interesting Facts About David:
- David is a 9th generation Canadian…very interesting, eh?
- He is an avid rum collector.
- David is President of Charlton Private Wealth Management Inc.