Head of Private Wealth Management & Financial Planning
As the Senior Vice President and Head of Private Wealth Management & Financial Planning, Dave leads the businesses responsible for serving mass affluent and high net worth clients and their families in four key areas: building net worth, protecting what matters, implementing tax-efficient strategies and leaving a legacy. To support the unique needs of high net worth clients, the Private Wealth Management business includes Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory Services, and Wealth Insurance Services.
Dave has over 20 years of experience in retail banking, full service brokerage, and discretionary investment counselling at two of Canada's major Banks, and has been leading investment and advice based businesses for more than 15 years.
He joined TD in 2007 as Regional Vice President and Market Leader for Private Client Services and has led the Private Investment Counsel, Private Client Group, Private Investment Advice, and Private Wealth Management businesses and recently took on responsibility for the Financial Planning business.
Dave is Chair of TD Wealth's Inclusion & Diversity Leadership Council. A team committed to building a unique and inclusive culture where every employee and client feels valued, respected, and supported.
He holds a Master's in Business Administration from the University of Toronto, an Honours Bachelor of Commerce in Management Economics in Industry and Finance from the University of Guelph, and the Canadian Investment Manager and Fellow of the Canadian Securities Institute designations. He is also a member of the Board of the Investment Industry Association of Canada.