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.
Leave a Note
Please fill out the form below