ABOUT

Helping advisors position themselves for success 

David is the Founder and CEO of Living Wealth Media, North America's leading life enrichment platform for private wealth advisors. 

David has a track record of marketing innovation in the wealth management industry. He pioneered database marketing to university alumni as lead generation strategy for the wealth industry, eventually migrating the strategy to email and building partnerships with 23 universities and 2 million graduates.

In 2012, David joined Raymond James as branch manager of its flagship 53rd floor Scotia Tower office in Toronto and led a successful rebranding and recruiting effort.

David has long been an advocate of niche marketing for financial advisors to differentiate from the often indistinguishable competition. His latest venture, Living Wealth, recognizes the future of wealth advisory services lies in offering clients a range of services that enables them to live their best lives with the wealth they’ve accumulated.

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