Blue Oceans Private Wealth

"In 1987, while I was working on Bay Street I was asked to speak at a local dental chapters annual meeting. Up to that point in time, the majority of my clients were entrepreneurs and seniors. This meeting allowed me to expand our clientele into the dental industry which to this day equally occupies our client data base. Over the past decade or so we have come to appreciate the uniqueness of each

of these groups and have been able to provide creative plans specifically tailored to each in realizing their wealth creation, tax planning, estate planning and retirement planning objectives." David has a strict discipline in closely following the investment philosophy of his mentor Mr. By avoiding gimmicks and 'the flavour of the day' investment styles, David thoroughly believe Canadians can achieve unprecedented wealth by owning compounding business machines. "I don't buy and trade pieces of paper! I want to own parts of successful businesses for the long run. That's how to create permanent, long term wealth for clients."