Dave has over 30 years of experience providing financial planning advice to his clients. Today he utilizes a “Whole Wealth” approach that includes not only advising on retirement planning needs but also on estate planning issues such as cross-generational wealth transfer, charitable giving and tax minimization strategies.
In addition to being a financial advisor, Dave is a successful software designer. Utilizing the methods developed in his planning practice, he created the first cash flow based financial planning software program for financial professionals in Canada. Today, through his consulting firm FP Advantage Ltd., he continues to develop industry leading financial planning software and support services for financial advisors across Canada.