David Dilworth, MBA, CFA, CFP^®, TEP, CPCA

Location
Toronto, Ontario

“Retirement is doing the things you want to do, when you want to do them.”

I help you make sound investment decisions for the future, so you have the freedom to live and enjoy life the way you want to. As your dedicated Portfolio Manager, I assist you in planning your investment strategy, so you can achieve your financial goals and make your dreams a reality.

I believe in getting to know you on a deeper level. Your long-term goals and aspirations, as well as your plans and dreams for the future – for both you and your dependents. Then, I help you work towards achieving those goals through a plan that’s tailored to your needs. As a member of a team of professionals, I ensure that you 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, my expertise and knowledge-based strategies are underpinned by various professional accreditations, designations, and academic degrees in financial management.