“Having Dave at Five Seasons helping me with my finances has been a huge relief. Not only does the knowledge factor of all things financial exist, but the forward planning for tax advantages is there. It’s not just about getting the highest return on your funds, but letting you sleep at night and knowing that you will be okay and using your funds in the most effective manner. Total trust and value added!”
- Laurie W.
“I was nervous about early retirement. Dave and I had numerous meetings on this topic where he created a detailed set of financial projections which helped ease my nerves. I never felt any pressure from Dave and when I was comfortable and ready to proceed, he and his office facilitated the process with efficiency and professionalism. Since retiring, Dave and I meet on a regular basis, which has helped expand my knowledge and confidence in the recommendations provided by Dave and his team.”
- Allen S., Retired SFU Professor
“David’s financial expertise and professionalism earned our trust and appreciation as we sought to consolidate our family affairs. He responded promptly to our questions and concerns and took extra time to meet and educate us throughout the process. We are very satisfied with the on going service he is providing us."
- Karen S. & Denise C.
“I knew Dave for many years while I myself was working in the financial services industry so it is not too surprising that I chose him as my advisor upon my retirement. He always had a high level of knowledge and a wide breadth of expertise in the large selection of financial products that have become available. This is important in choosing the right solution for a specific personal need and I have encouraged my kids to also deal with him to take advantage of his advice."
- Brian H.