The Leader in Wealth Management
David started his career in banking in 1978. He completed his MBA at the Richard Ivey School of Business in 1985, achieving top marks in Finance. His business training fuelled his passion for investing over the next 20 years. Today David brings his 25 years of business experience to his clients...business owners and executives, and their families.
David strongly believes that one of the key success factors in long-term investing and wealth management is financially-aware clients. He has an active series of educational teleconferences.
To learn more call him today at 905-895-2299 or email David at
david.velikonja@rbc.com.