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.
Declines All Around, but Opportunities to Be Had
May 26, 2022
Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape....Read more
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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