David Dilworth, MBA, CFA, CFP®, TEP, CPCA
Private Wealth Advisor, Portfolio Manager
Email
[email protected]
Office Phone
647.294.0541
David has over 20 years of wide-ranging experience in the financial services industry, having worked in mutual funds, banking, not-for-profit and insurance, in addition to wealth management. He joined with CWB Wealth Management under Leon Frazer & Associates, and works closely with our broad-based Wealth investment team across the country.
David is motivated by helping his clients and their families achieve their financial goals, to live the way they want to live. Between David’s extensive experience and in-depth education and certifications, he provides first-rate advice and is a pleasure to work with.
David is motivated by helping his clients and their families achieve their financial goals, to live the way they want to live. Between David’s extensive experience and in-depth education and certifications, he provides first-rate advice and is a pleasure to work with.
Beyond the Office
David is an avid soccer player who enjoys spending time with his family, and doing home renovations for lucky family members and friends. He’s proud to be the father of a daughter who is not only a teacher, but also has her black belt in Taekwondo.