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


David began his career in 1993 with a commitment to helping individuals and families navigate their financial journeys. His approach centers on developing thoughtful financial plans supported by well-informed investment advice. With the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, David values continuous learning and improvement in his field. He served for five years on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and served as the Professional Conduct Chair for the Ottawa chapter. David's academic background includes a B.Sc.(Agr.) and M.Agr. from the University of Guelph. Outside of work, he enjoys a simple, fulfilling life with his wife Natalie and son Jake on their peaceful property by Constance Lake, just north of Kanata.

David Phipps CFP®, CIM®

Senior Financial Advisor

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.