David Chalmers - Team Profile

David and his team are dedicated to ensuring clients receive comprehensive financial advice and first class service.

They specialize in wealth accumulation and preservation for high net worth professionals, business owners and retirees.

All clients receive a tailor-made Financial Plan including a:

	Long-Term Financial Projection
	Net Worth Analysis
	Model Portfolio Recommendation

Portfolios are managed on a fee basis, and product costs and advisory fees are fully disclosed and competitive.

David Chalmers

Mihaela Vulpe

Jamie Bodnarchuk

Karen Falkenberg