David Beauchamp, CFP, FMA, CIM, FCSI
SENIOR FINANCIAL ADVISOR
Education. Experience. Ethics.
Since 1994, I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide.
My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate the valuable advice and regular meetings I provide to review their financial progress. I believe in continually improving my knowledge through education and have earned the following industry designations:
- CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship. I encourage you to view the following brochures which explain the Financial Planning process in greater detail. https://www.fpcanada.ca/canadian-public
- The Financial Management Advisor (FMA) accreditation is granted by the Canadian Securities Institute. The holder will be competent in addressing complex financial situations pertaining to a High Net Worth clientele.
- Chartered Investment Manager (CIM) is granted by the Canadian Securities Institute. It is your assurance that the holder pocesses the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio.
- Fellow of CSI (FSCI) is the top credential conferred by CSI Global Education Inc. This is one of the most demanding credentials in the Canadian financial services industry and only an elite group of professionals meet its advanced requirements.
This is your assurance that I adhere to internationally recognized standards of competence and ethics in all my professional activities.
I reside in Ancaster with my wife Cindy who teaches science at Waterdown Secondary School. My charitable donations include but are not limited to The Heart and Stroke Foundation, Canadian Breast Cancer Society, as well as various local youth sports sponsorships.
Monetizing the Tech Revolution
Nov 21, 2023
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....Read more
Pressure Continues to Build
Oct 26, 2023
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....Read more
Have you planned for digital assets
Oct 02, 2023
Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....Read more
Leave a Note
Please fill out the form below