Dave Pundick, CFP
Investment Funds Advisor
Dave Pundick has provided his clients with straightforward and tailor-made investment advice since 1996. Whether clients are still in their accumulation years or retired, Dave helps them understand precisely where they stand, developing goals and a roadmap to confidently achieve them.
Along with his team, Dave provides a hands-on approach to understanding a client’s goals and retirement expectations. Together they develop strategies that have a broad range of options—an approach that ensures flexibility and sound financial management in an often unpredictable economy. The team also provides solutions and strategies for private businesses and individuals to assist with wealth accumulation and personal cash flow.
Passions and Involvement
Dave is an avid cross-country runner, and coaches his local minor hockey, volleyball and softball teams. With his family, he helps in the fundraising efforts of the Surrey Food Bank.
Lessons from March’s Bank Run
Apr 26, 2023
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....Read more
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
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