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"Successful investing is about managing risk, not avoiding it."
- Benjamin Graham

Affiliations

Primary Investment Companies

Investia Financial Services Inc.
Investia Financial Services Inc.
Mackenzie Investments
Mackenzie Investments
IA Clarington Investments Inc.
IA Clarington
CI Financial
CI Investments
Fidelity
Fidelity

Primary Insurance Companies

Manulife Travel Insurance
Manulife
Equitable Life of Canada
Equitable Life
iA Financial Group
iA Financial Group
canada life
Canada Life
Empire Life
Empire Life

Contact Dave today and book a time for a discussion or meeting.

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Get Started Now
Compass Rose Wealth & Risk Management

With a wealth management adviser by your side, you’ll develop an investment strategy that can enable you to achieve your financial goals.

613-968-9229

65 Station St, Belleville, ON K8N 2S6

Investia Financial Services Inc.

Mutual Funds and /or Exempt Market Products
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). LEARN MORE

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