David has over 15 years of experience in the private wealth management industry. Prior to joining BloombergSen, he spent five years at a Toronto-based boutique investment counsellor and family office after starting his career at TD Private Wealth Management.
David holds a Bachelor of Commerce (B.Com) from McGill University and has earned the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations.