David Gemmell, CFP

Financial Advisor

After graduating from the University of Calgary in early 2006, David jumped at the opportunity to work in the financial services industry.  From day one, he has focused on providing comprehensive financial expertise with a keen eye for growing and protecting tax efficient wealth. 

David moved from Calgary and joined the Assante Capital Management Ltd team in Victoria in September of 2011.  He brings particular expertise in portfolio analysis and risk management, along with new perspective on navigating today’s volatile markets. 

David and his wife Kristina have two adorable children (Isla and Jack) who are forces of nature!  When not changing diapers, you will find David playing recreational sports or sneaking off to a local lake for some trout fishing. 

Building and Protecting Tax Efficient Wealth

Our clients view us as a gateway to the industry’s top money managers and guardians of hard earned savings.

We aim to simplify and coordinate the main areas that make up your financial life: accounting, legal, insurance and investment planning. Assante has a world class offering of financial services and provides us with the resources to ensure you are well advised.

You can expect objective and professional advice with a focus on providing clarity and confidence. We are a dedicated, caring and family oriented practice.

   

 

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

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Office Address

4430 Chatterton Way Suite #201
Victoria, British Columbia
V8X 5J2 Canada