Dave Rodgers, CFP®, FMA

Financial Advisor
david.rodgers@raymondjames.ca

 

Dave’s road to becoming a financial planner began in the financial services department of a bank, where he discovered that he truly enjoyed serving clients, addressing their needs, and helping them through problem-solving. He quickly moved up the ranks to management and just as quickly realized he was better suited to working with clients than managing branch operations and personnel.

In 1994, Dave moved into a client-facing role as a financial planner. He was constantly upgrading his skills and credentials, completing the Certified Financial Planner designation in 2001, and then the Financial Management Advisor designation in 2003. He continues to hold these designations in good standing, which means taking continuing education courses and programs to stay current and well-versed on the industry, products, and compliance practices. All this ensures that he continues to develop the experience, knowledge, and tools necessary to assist you with your wealth management objectives.

Dave and Scott will work together to ensure that your long-term investment strategy is part of an overall, comprehensive – AND coordinated – wealth management plan. 

If you have any questions or to begin the process, please feel free to contact Scott (scott.yates@raymondjames.ca) or Brenda (brenda.spicer@raymondjames.ca) to arrange a meeting with Dave.