David came into the investment industry in 1988 with one of Canada's National,
Investment Firms where he worked for 12 years. After watching the industry begin
to unfold towards a more Pre-Packaged fee based approach to servicing the
investment needs of clients, David left to join an independent dealer in 2000.
Following that move, David opened the Guelph office of Worldsource Securities in
2004. This move has allowed him to remain truly independent, and to continually
offer his clients un-biased and truly high level of investment service and
With extensive knowledge in personal income tax and estate
matters, David can ensure that the investment portfolios meet not only the
income and growth needs, but that income tax considerations and estate matters
are taken into account is designing your personal portfolio of investments.
David takes a conservative approach to this more based on income generation to
meet the needs of his clients.
Outside interests include auto racing, golf and travel to warmer
climates. He is a generous supporter of many local and animal related