Dave has been helping me with my investments for years.  Before him, I was investing with other institutions and I felt that my expectations were not being met.  Dave consistently keeps in touch with me about market trends and seamlessly makes adjustments.

  • Anoop Punia

Although I have only been a client of David’s for a short period of time (just under a year), I can say with confidence that it was the right decision to move my investments from the institutions that did not give me the return I was looking for.  In this short period of time, David has invested my money and was able to get me an excellent return.  My investments increased by over 13%.  On a personal level, David has a great sense of humour and is a pleasure to deal with.  He responds quickly to any suggestions or inquiries.  He is diligent and persistent.  When the institution was taking their time with transferring my funds David persisted.  David, thank you for looking out for me and my investments.

  • Maria Lamanna

Dave has helped me organize my finances and helped me feel more secure about my future.  Dave has geat knowledge of the industry and is always willing to ensure I undersatand my investments.  Since investing with Dave I have peace of mind and I’m much more confident about my retirement.

  • Tanya Elmhurst

I have been a client of Dave’s since 2018 and even after this difficult year of uncertainty my portfolio has never been in better shape!  If you are looking for someone to take care of your financial needs, or someone to advise on the life insurance that could be the best for you, Dave can do just that.  He takes initiative to keep you informed so this can be one less worry for you!  I’m looking forward to working with Dave over the next few years to ensure a fantastic retirement plan for my husband and I.

  • Krista Haigh

I’ve known David Brown for ten years now.  He is my financial planner and he is my friend.  I have and do trust David with my future finances and he has not disappointed.  He is always there for any questions you may have.  Thank you for your professionalism and caring that you put in every time we speak.

  • Randall McDonald

I have been a client with David Brown for years now and must say he really knows his stuff.  Always reliable, professional, kind, and eager to meet and fulfill all your expectations and goals.  David is always there to explain questions and offers amazing advice at any given time.  I wholeheartedly recommend David Brown to everyone I know and none have had any regrets.  Thank you so much for a job well done.

  • Deborah Shorthouse

I have known David Brown for many years.  He is honest, sincere, and of the highest character.  He has helped me and my family with our planning, insurance, and investments and we are the better for it.  The results we have seen have exceeded our expectations and his diligence and knowledge give us nothing but confidence that we will meet our future goals.  I highly recommend David to everyone.

  • Anthony Foster