Senior Investment Advisor and Portfolio Manager

David W. Spinney, MA (Econ), CIM®, FCSI®

By taking a long-term, research and value-based approach, David has been helping his clients reach their financial goals for over a decade. He excels at identifying and leveraging market opportunities while managing risk. This, coupled with a penchant for complete transparency creates strong, trusting professional relationships with each of his clients.

 

David has a Master's Degree in Financial Economics and holds the Chartered Investment Manager (CIM) Designation. He is also a Fellow of the Canadian Securities Institute (FCSI) - the highest honour and most senior credential in Canadian financial services, reserved for an elite group of professionals meeting the highest standards of advanced education, ethical conduct, industry experience and peer endorsement. 

 

Beyond his professional achievements, David has been actively involved with Canada's high-performance athletes in wrestling since 1987. He is a multiple time Canadian National World Team Coach and an Assistant Coach at Western University.