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

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Planning for market volatility

Mar 21, 2024

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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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