David Garside
David Garside, CFP ®, CIM® Portfolio Manager

David Garside is a portfolio manager with extensive experience in wealth creation and wealth management.  If you are concerned or feeling unsure with regards to your future financial position, he can help you gain control and have confidence moving ahead.   It starts with creating a comprehensive plan for you and your family.  His system is simple.  It starts with listening and then creating a plan crafted through years of experience working with clients with a wide variety of circumstances.  Using this experience, David will create a plan that is specific to your needs.

Together we will:

  1. Understand your current financial situation.
  2. Determine a path that will get you to where you want to go, understanding that today is just as important as tomorrow.
  3. Create an investment portfolio and strategy that will accomplish what it is you want.
  4. Implement the strategy.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.


The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.