David Dilworth, MBA, CFA, CFP®, TEP, CPCA
Private Wealth Advisor, Portfolio Manager
“Retirement is doing the things you want to do, when you want to do them.”David helps his clients make sound investment decisions for the future, so they have the freedom to live and enjoy life the way they want to. As a dedicated Portfolio Manager, he assists in planning investment strategies so his clients can achieve their financial goals and make their dreams a reality.
David believes in getting to know his clients on a deeper level. Their long-term goals and aspirations, as well as their plans and dreams for the future. Then, he helps them work towards achieving those goals through a plan that’s tailored to their needs. As a member of a team of professionals, he ensures they have access to our full spectrum of services, including estate and trust planning, insurance and tax optimization strategies and more.
With over two decades of wealth management experience, David’s expertise and knowledge-based strategies are underpinned by various professional accreditations, designations, and academic degrees in financial management.