Our Team

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.

Jordan joined the David Phipps Team as an Associate Financial Advisor in 2014 and completed his Certified Financial Planner CFP® designation in 2017. Jordan works closely with all clients and excels at working with young professionals and families to identify and achieve their financial planning goals. Jordan holds a BSocSc degree in International Economics from the University of Ottawa. Outside the office, you might catch Jordan on the soccer field or on stage in a local community theatre production and spending time with his wife and young daughter.