"I personally have worked with David for the past 25 years and have found David to be very knowledgeable, hard working and committed to client needs. I would recommend David and his team to anyone seeking sound investment advice."
Irwin Ellis, Principal at Arsenault Best Cameron Ellis
"I want to express my appreciation to David for his excellent counsel and advice for over 30 years to me and my family. With his professional expertise, we have avoided many of the risks and stresses usually associated with personal wealth management. In addition, he has taken advantage of several opportunities that have enhanced my portfolio beyond my expectations. It is a pleasure to be his client and my trust and confidence in David has only increased over the years."
Dr. Allen MacLean, Summerside, PE
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20 November 2017
Market Cycle: Let the Good Times Roll
13 November 2017
Avoiding Behavioral Pitfalls
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored..
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.
IN THE NEWS
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19 September 2016
Gareth Watson on CBC: Consumer debt
Gareth Watson, Director, Investment Management & Researcher joined Carole MacNeil on this weekend's CBC Business Panel. Among the topics discussed were consumer debt levels and changes to the minimum wage.