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.
How to pay little or no tax on RESP withdrawals
Sep 26, 2023
Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....Read more
Why you should watch out for phishing, smishing and vishing
Sep 19, 2023
In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....Read more
A New Era of Disruptive Tech
Aug 25, 2023
Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....Read more
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