Adaptable. Trustworthy. Attentive.
David Thompson is a Senior Financial Advisor based out of Calgary’s 8th Avenue Place branch with more than 14 years of experience in wealth management. David attended the University of Alberta where he earned a Bachelor of Commerce degree, majoring in finance. He is also a holder of the CFP® (Certified Financial Planner) designation.
A holistic approach
David takes pride in offering his clients a holistic approach to financial planning partnered with a strategic approach to investment management. He believes that the creation and maintenance of a robust financial plan is crucial to success in today’s ever changing investment landscape. David specializes in supporting clients who are business owners, medical and legal practitioners and snowbirds. To stay current in his field, David consistently partakes in market trend research to better understand the current financial landscape.
Forward thinking
The best financial advice David ever received was to surround yourself with a team of professionals who you can trust to have your best financial interests in mind.
When he’s not trying to keep up with his two children and dog, David can be found at the various hockey arenas and slow-pitch diamonds across Calgary.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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