David Perkins, CFP
Senior Financial Planner
David Perkins is a financial planner who has proven his ability and dedication to his clients for over 25 years. He helps families simplify their affairs and increase their quality of life through an integrated approach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services.
David completed his Certified Financial Planner designation in 1998. He believes in continuing education, and has earned industry designations that enhance his ability to deliver exceptional advice. Along with his CFP designation, he has earned his Elder Planning Counsellor and Certified Executor Advisor designations. David has also taught the Registered Retirement Consultant course at Capilano University.
In addition to his work as a Senior Financial Planner, David is recognized for his community involvement - volunteering for charitable and community organizations such as the Canadian Youth Business Foundation and LJ Christmas Manor (current President) - and regularly speaks for community and business groups.
David also served for 9 years on the Board of Directors for a publicly listed company (3 of those years as Chairman of the Board). He chaired their audit committee and served on their compensation and governance committees before stepping down in December 2016.
Whether you would like to discuss your options or start creating your wealth plan today, David will be glad to answer your questions.
The Case for Equities
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Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
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Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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