Notre équipe

David has been helping individuals and families navigate their financial journeys since 1993. His approach focuses on thoughtful financial planning supported by well-informed investment advice. A strong believer in continuous learning, he holds both the CFP® and CIM® designations. He previously served on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and as the Professional Conduct Chair for the Ottawa chapter. David earned a B.Sc.(Agr.) and M.Agr. from the University of Guelph. Outside of work, he enjoys life on his peaceful property by Constance Lake, just north of Kanata, with his wife, Natalie, and their son, Jake.

Jordan joined the David Phipps Team in 2014 and became a CFP® professional in 2017. He works closely with clients at all stages of life, helping them make informed financial decisions and plan for the future. With a background in International Economics from the University of Ottawa, Jordan brings a well-rounded perspective to financial planning. Outside the office, he enjoys playing soccer, participating in community theatre, and spending time with his wife and young daughter.

Naomi began her career at Assante in 2014, progressing from Administrative Assistant to Registered Representative before becoming an Associate Financial Advisor in 2018. She earned her CFP® designation in 2023 and is dedicated to providing clear, practical financial guidance to individuals and families. Naomi holds a B.Math from the University of Waterloo. When she’s not working with clients, she enjoys creative pursuits such as crocheting, sewing, and crafting with her children.