David Demoe, CFP
Senior Financial Advisor
When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure.
The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.
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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