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.
WHY WORK WITH A CFP®
Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.
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™.
