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. 

David Phipps, CFP, CIM

Senior Financial Advisor

For more than 25 years, David has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Education Savings Planning. Working with a network of highly skilled professionals in Ottawa he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

David became a licensed financial advisor in 1993 with Manulife Financial in Ottawa. He completed the Chartered Financial Planner and Chartered Life Underwriter designations in 1995, Registered Financial Planner and Certified Financial Planner designations in 1996, Professional Financial Planning Course and Branch Manager's Course in 2002, Retirement Plans Associate designation in 2004, Registered Trust and Estate Practitioner in 2006, and Chartered Investment Manager in 2012. In addition to his financial planning training, David has a BSc and MA from the University of Guelph.

David served for five years on the National Best Practices Committee of Advocis, The Financial Advisors Association of Canada, and has served as the Best Practices Chair and Professional Conduct Chair for Advocis in Ottawa. In these roles, his mandate was to provide leadership to other financial advisors on ethics and best practices. David is also a CFP Ambassador for the Financial Planners Standards Council, and has been quoted as a financial advisor on financial planning issues in both the national and local media, including the Globe & Mail, Toronto Star, National Post, Wall Street Journal, CBC Radio, CBC Television, CTV News, Canadian Economic Press News, Ottawa Business Journal, TD Performance Magazine, Advisors Edge Magazine, Forum Magazine, Forever Young News, and Commerce Times.

David is a member in good standing of the Financial Planners Standards Council, The Society of Trust and Estate Practitioners, and the Canadian Securities Institute.

David has volunteered with the Ottawa Humane Society and Big Sisters Big Brothers Ottawa. Resident in Ottawa since 1992, David, his wife Natalie, and son Jake share a passion for the outdoors and spending time with friends and family.

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

Sep 09, 2021

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....

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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....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

1600 Carling Avenue, Suite #550
Ottawa, Ontario
K1Z 1G3 Canada