Get in Touch
Dave supports a diverse group of successful families and high-net-worth investors, helping guide decisions related to wealth planning family legacy, and philanthropy.
With more than 30 years of experience in financial services, Dave brings a unique combination of portfolio management expertise, financial planning knowledge, accounting insight, and family office experience.
Dave believes that we should never stop learning and seeks out new ideas and opportunities for clients through continuous education. Dave is a CFA (Chartered Financial Analyst) charter holder, a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP), the Chartered Alternative Investment Analyst (CAIA) and Chartered Life Underwriter (CLU) designations.
Dave also serves on the Health Sciences Centre Foundation Finance and Investment Committees and remains actively involved in advancing best practices in wealth management.
Let's Start the Conversation
We're here to guide you through every financial decision.
Reach out, and our team will respond as soon as we can.
1460 Chevrier Boulevard, Suite 215,
Winnipeg, Manitoba, R3T 1Y7
info@aleriswealth.com
(204) 809-9090
