As the National Wealth Management Leader, David leads a team of professionals that bring the firm’s global knowledge and experience to local clients, aiding them to increase performance, drive cost savings, streamline processes and implement the tools needed to serve their customers and to comply with the rapid pace of regulatory change.
With over 19 years of financial services experience, he’s supported a number of large initiatives related to digital strategy and enablement, business transformation, target operating model design and product and service strategy and development.
Prior to joining EY, David held several positions within the wealth management arm of a large Canadian bank, a management consulting firm and a national independent asset manager.
He holds an MBA from the Rotman School of Management, University of Toronto and a BA from the University of Western Ontario.
How David is building a better working world
“I’m dedicated to helping clients navigate the Transformative Age. As a trusted partner, I advise on evolving business models, emerging risks and rapidly changing technology and operations. My role enables me to work closely with our clients and ensure they’re confident in their decisions to meet demands across stakeholders. By helping clients develop and execute comprehensive transformation plans, I’m able to contribute to a better working world while also helping to improve the financial wellness of Canadian investors.”