David Chalmers specializes in retirement income planning, investment planning and estate planning.

Most of David's clients are retired or are approaching retirement. David develops a long-term plan for each client that embodies a conservative investment approach and helps each client maximize their retirement income and achieve their estate objectives.

David has over 30 years of financial services industry experience and is a member of Advocis — The Financial Advisors Association of Canada.

ClienTel is a newsletter that David periodically publishes to provide valuable information of specific interest to his clients. Please click here to view David's ClienTel newsletters.
 

David Chalmers specializes in retirement income planning, investment planning and estate planning.

Most of David's clients are retired or are approaching retirement. David develops a long-term plan for each client that embodies a conservative investment approach and helps each client maximize their retirement income and achieve their estate objectives.

David has over 30 years of financial services industry experience and is a member of Advocis — The Financial Advisors Association of Canada.

ClienTel is a newsletter that David periodically publishes to provide valuable information of specific interest to his clients. Please click here to view David's ClienTel newsletters.