These are words that we truly take to heart here at Vista Financial Group. The total satisfaction of our clients is what we strive to achieve on a day-to-day basis.
We believe that building a solid relationship based on the values of trust, integrity and performance are what sets us apart
We understand that each client’s financial situation is unique, which is why financial planning is such an integral part of our process. At Vista Financial Group you can be assured that your needs are understood first, then the investment process can begin.
Dave brings over 25 years of in depth knowledge of the markets and investment industry to our team. As a Senior Wealth Advisor and founder of The Vista Financial Group, Dave oversees the design and construction of portfolios and plans. Dave manages relationships with clients as well as acts as a facilitator between clients and the trusted professionals that are a part of the Vista Financial Team.
Dave was born in Winnipeg and moved to the Okanagan with his parents and three sisters in the late 1970’s where they settled in Penticton. As Dave’s family has an extensive background in medicine, they have instilled in him the importance of education and healthy living. He is an avid golfer and incorporates his love for golf into his professional life by hosting golf tournaments for friends and clients alike. Dave enjoys spending time with his partner Tracy, their children Conner, Taigan, Riley and Gavin and their dog Jagger who is currently being trained for field trials. As a family they enjoy hiking, going to hockey games, golfing and travelling.
Dave is passionate about philanthropy which is evidenced by his financial support to numerous charities over the years. He has recently decided to work with Mamas for Mamas in their quest to help build and support families in need in the Okanagan.