Dave believes that what you do with your money is more important than how much of it you have. Financial Planning should be more about you and less about the numbers. Dave has made cash flow planning a core part of his financial planning service. Like most families Dave and his wife Sandy were making decent money but always seemed to be running short and their debt was going up, not down. As a Certified Financial Planner Dave felt he should know better and practice what he was preaching. If he wasn’t managing his cash flow well how could he be helping his clients? This is where the Money Finder and the Certified Cash Flow Specialist training helped Dave and his family manage their income and expenses so more was coming in than was going out. Dave can help you and your family too get more life from the money you already have.

• Investment Funds Advisor – Investia Financial Services Inc.
• Over 20 years of experience helping families with their finances
• Certified Investment Manager-Canadian Securities Institute
• Certified Financial Planner-Financial Planning Standards Council of Canada
• Certified Cash Flow Specialist-The Money Finder

Dave, his wife Sandy and sons Adam and Brian live in Brampton. When Dave is not helping people with their financial and cash flow planning you may find him running the park paths of Brampton, playing soccer or racing his car around road courses in Ontario. Dave helps keep both the Brampton Youth Choir and St. Paul’s United Church’s books in order and is a member of the Brampton Board of Trade finance committee.