David Novak

A Seasoned Financial Advisor and Philanthropist

Dave Novak brings over 25 years of in-depth knowledge in the markets and investment industry to our team. As the Senior Wealth Advisor and founder of The Vista Financial Group, Dave oversees the design and construction of portfolios and financial plans. His expertise lies in creating tailored investment strategies that align with clients’ financial goals.

Born in Winnipeg, Dave later moved to the Okanagan with his parents and three sisters in the late 1970s. Growing up in a family with an extensive background in medicine, he learned the importance of education and healthy living. These values continue to shape his approach to financial advising.

Beyond his professional life, Dave is an avid golfer who seamlessly integrates his love for golf into his work. He hosts golf tournaments for friends and clients, fostering strong relationships while discussing financial matters on the green. His commitment to excellence extends to his personal life as well.

Dave enjoys spending quality time with his partner, Tracy, and their children: Conner, Taigan, Riley, and Gavin. Their beloved dog, Jagger, is currently being trained for field trials. As a family, they share a passion for outdoor activities, including hiking and attending hockey games. Their love for travel also takes them to exciting destinations around the world.

Philanthropy is at the core of Dave’s values. Over the years, he has provided financial support to numerous charities, making a positive impact on the community. Recently, he decided to collaborate with Mamas for Mamas, an organization dedicated to helping build and support families in need in the Okanagan. Dave Novak’s multifaceted background, from financial expertise to philanthropic endeavors, makes him a valuable asset to The Vista Financial Group and the community he serves.