David is the Senior Financial Advisor, and Branch Manager at Raymond James Qualicum Beach Branch. He is securities and insurance licensed and holds his Certified Financial Planner (CFP®) designation.
In 2001, David and his family relocated from Oakville Ontario to Qualicum Beach B.C. to start up an independent investment practice. With David’s advanced professional financial training and his dedication to his clients’ objectives, David created and established a successful and trusted wealth management practice.
At Raymond James, his clients look to David for guidance in choosing quality financial products that provide growth and a rising income.
His spouse Shirley Nellist is the Branch Administrator, and together they oversee their branch with an overall team of 7 members.
David and Shirley live and work in Qualicum Beach and are supporters of many community organizations and charities including the S.O.S, and Vancouver Island Compassion Dogs.