MEET THE TEAM
– Dave
CONTACT
PHONE: 613-592-2422 ext. 222
FAX: 613-592-0597
WEBSITE
David Hutchinson
Financial Advisor, Certified Financial Planner
Since entering the financial services industry, I have dedicated myself to providing the finest services and advice to my clients.
My education includes a bachelor’s degree in Mathematics and Business from the University of Waterloo. I continue my education to stay ahead of all new developments so that my clients receive strategic and comprehensive information. My designations include Chartered Professional Accountant (CPA CMA) and Certified Financial Planner (CFP).
As an Investia Financial Services Financial Advisor I am committed to providing investment planning, tax planning, severance package/buyout advice and investment reviews to people who are interested preparing for their families’ futures.
My clients, including professionals, executives and people who own their own business, benefit from my friendly advice and strategic understanding of the needs of high-net worth individuals and successful professionals. I share my expertise by conducting seminars which include Tax Strategies, Financial Planning, Starting a Small Business, Mutual Funds, and RRSP’s. My booklet titled “Tax Saving Tips and Strategies” is of common interest to most readers.
Offering mutual fund services in Ontario, Quebec, Nova Scotia, New Brunswick, PEI, and Newfoundland.
In my spare time I enjoy basketball, golf, cheering on the Senators and spending time with my two wonderful children and my wife.