David McCloy, CFP
David has run his financial planning practice since 2006 and works with clients from all over southern Ontario. David provides financial advice to individuals and corporations and offers them his expertise in wealth management. David holds securities, insurance, and mutual fund licenses and proudly maintains his CFP® designation.
Carla joined David’s team in early 2019 after working at TD for 7 years. She has grown alongside the practice and now manages the compliance, risk management, and day to day operations of the business. Carla has a deep knowledge of David’s clients and is always available and happy to help any and every client.
Caitlyn became a part of the practice in 2021 and is looking forward to creating a lengthy career at Assante for many years to come. Like Carla, she too has previous experience in the financial services industry and has recently graduated with a degree in marketing which we believe will prove useful to her role on the team.
Andrea is the newest team member, having come onboard in the spring of 2022. She has a degree in business administration with a minor in finance, so her skills have already become quite a useful part of the business. Andrea is the first point of contact for clients, and she will make a point of getting back to you promptly.