David views his role as Vice President of Wealth Management at Leon Frazer & Associates as a vehicle to helping clients identify their dreams and goals, then designing a strategy to make them a reality. He works with clients not only throughout their life stages, but ensures that their loved ones are cared for as well.
David has learned two valuable lessons from his immigrant parents, which he draws from in his approach to client relationships. His mother instilled the value of always treating people as you would want them to treat your grandparents. His father, who was an accountant, told him to honestly and enthusiastically do what you can to help your clients achieve their hopes and dreams.
Having worked in the financial service industry for nearly 20 years, David has a varied professional background. He’s worked for financial firms ranging from Mutual Fund Companies, to Canadian International Banks, Not-for-Profit Organizations and Insurance firms. David has held progressive roles ranging from Financial Credit Consultant, Investment Advisor, Financial Planner, Portfolio Manger and Vice President of Wealth Management.
Influenced by his father’s love of knowledge, David has dedicated the past 25 years to the pursuit of higher education. To ensure his clients receive the most up-to-date advice and wealth management strategies possible, he strives to learn as much as possible. David holds multiple degrees, certifications and designations and is always looking to further his skill set to better serve his clients.
David’s impressive list of degrees include: a Bachelors of Arts in Law from Carleton University, a Masters in Business (MBA) from Dalhousie University, and Certification in Dental Practice Management from the University of Toronto.
He holds several professional designations, including: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Investment Manager (CIM), Financial Manager Advisor (FMA), Certified Professional Consultant on Aging (CPCA), certification in Wealth Management from the Canadian Securities Institute (CSI) and the Fellow of the Canadian Securities Institute (CSI FCSI) designation. David is currently pursuing the Trust and Estate Planner (TEP) designation.
David lives in Burlington, Ontario and is father to a daughter who is a black belt in Taekwondo and attending Brock University to become a teacher. He is an avid soccer player, and enjoys spending time with his family and doing home renovations for family and friends.