Client Testimonials 

"I personally have worked with David for the past 25 years and have found David to be very knowledgeable, hard working and committed to client needs. I would recommend David and his team to anyone seeking sound investment advice."

Irwin Ellis,  Principal at Arsenault Best Cameron Ellis

 

"I want to express my appreciation to David for his excellent counsel and advice for over 30 years to me and my family. With his professional expertise, we have avoided many of the risks and stresses usually associated with personal wealth management. In addition, he has taken advantage of several opportunities that have enhanced my portfolio beyond my expectations. It is a pleasure to be his client and my trust and confidence in David has only increased over the years."

Dr. Allen MacLean,  Summerside, PE

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 December 2018
Is this a repeat of 1998?
View article

12 December 2018
Whatever you do, don't look now
View article