David’s extensive knowledge and experience in portfolio construction, RRSPs, RRIFs, and investment trading strategies may be his strength but it’s his warm, easy-going nature that has helped him build long-term relationships with clients. With nearly three decades of experience in financial services, David actively manages portfolios using both fundamental and technical analytical processes.
Born and raised on a farm near Wynyard, Saskatchewan, David graduated from the University of Saskatchewan with a Bachelor of Arts Degree in Economics and a Certificate in Public Administration. After graduation, he worked at Merrill Lynch before joining Wellington West Capital as an Investment Advisor. He joined Richardson Wealth in May 2015.
David has completed the Canadian Securities Course, the Conduct and Practices Handbook Course, the Professional Financial Planning Course, and the Canadian Options Course. He also holds his Level II life insurance license.
David enjoys spending time outside of the office with his family and visits his daughters and granddaughter whenever he can. He’s heavily involved in Saskatchewan’s Ukrainian community and volunteers or sits on the board of many community organizations and events. He stays active by curling, playing golf and umpiring slow pitch. He is a music enthusiast for bands from Puerto Vallarta, Mexico who tour in Saskatchewan.