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

DeepSeek and Trump 2.0: The Future of U.S. Industry

Mar 26, 2025

Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

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Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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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