David has enjoyed a long career in the financial planning industry. David holds a Commerce Degree (Hons) from Laurentian University. He is both a Certified (CFP) and Registered Financial Planner (RFP) status, designations representing the highest professional accreditation available in Canada. Within a year of receiving his RFP designation, he was voted “Member of Distinction” (1999) by the Canadian Association of Financial Planners (CAFP), in recognition of his commitment and contributions to the financial planning profession. In 2015, David was awarded the Trust and Estate Practitioner ...