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.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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