Dave is a Senior Manager with a major Canadian financial institution, supporting business development and strategic growth across estate and trust services. Based in Edmonton, he works with Estate and Trust Consultants nationwide to help clients and their families through life’s most important transitions with compassion, clarity, and confidence.
With over 20 years in financial services, Dave previously led a team of advisors supporting families through the human side of wealth transition. He also draws on earlier experience in the technology sector, including work with Microsoft and Dell, which informs his focus on emerging technologies such as AI, blockchain, and digital assets.
Dave holds a Master of Business Administration (MBA) degree along with the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Fellow of the Canadian Securities Institute (FCSI®) designations, and is a Trust and Estate Practitioner (TEP). He formerly chaired the examination review committee of the Canadian Securities Institute and served as deputy chair of the digital asset special interest group of STEP.