David takes a comprehensive approach to wealth management and delivers dedicated services to high-net-worth clients. He blends a boutique experience and high-touch service model with RBC Wealth Management’s strong balance sheet and intellectual strength. David identifies his clients’ needs and helps them engage with specialists who can address their specific requirements.
David’s depth of exposure to each business component makes him well-versed in the breadth of resources that RBC Wealth Management offers—trust and estate planning services, insurance services, investing and more. He takes particular care to match his clients with the most appropriate team or approach that can address the challenges they face.
Before joining RBC Wealth Management in 2025, David’s decades of financial services experience included many years as a wealth advisor at J.P. Morgan and First Republic and similar roles serving high-net-worth clients at Alliance Capital, Comerica Bank and Santander Wealth Management. His investment background spans the private equity field, where he served as director of U.S. distribution for BDC Financial Group, a Boston-based firm that customized private equity and hedge fund-of-funds for accredited, institutional and qualified purchasers.
Practice Areas
Wealth Management
Practice Areas
Wealth Management
Industries
Banking and Financial Institutions & Services
Industries
Banking and Financial Institutions & Services
Specialty Groups
Financial Institutions and Markets
Managing Partners & Firm Leaders
TAG Tax
TAG Tax (US)
Specialty Groups
Financial Institutions and Markets
Managing Partners & Firm Leaders
TAG Tax
TAG Tax (US)
Bio
David takes a comprehensive approach to wealth management and delivers dedicated services to high-net-worth clients. He blends a boutique experience and high-touch service model with RBC Wealth Management’s strong balance sheet and intellectual strength. David identifies his clients’ needs and helps them engage with specialists who can address their specific requirements.
David’s depth of exposure to each business component makes him well-versed in the breadth of resources that RBC Wealth Management offers—trust and estate planning services, insurance services, investing and more. He takes particular care to match his clients with the most appropriate team or approach that can address the challenges they face.
Before joining RBC Wealth Management in 2025, David’s decades of financial services experience included many years as a wealth advisor at J.P. Morgan and First Republic and similar roles serving high-net-worth clients at Alliance Capital, Comerica Bank and Santander Wealth Management. His investment background spans the private equity field, where he served as director of U.S. distribution for BDC Financial Group, a Boston-based firm that customized private equity and hedge fund-of-funds for accredited, institutional and qualified purchasers.
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
