Our Team

David Williams joined the financial planning services industry in 1997 to do one thing: help families achieve their financial goals. Since then, he has helped nearly 2000 families, individuals and business owners develop plans to achieve their goals, from retirement to education to critical illness security and everything in between.

Working with clients, David takes the time to understand their life goals and concerns, then clearly explains their various options. With all his clients, he brings a level of honesty, integrity and an underlying drive to simply help.

Prior to joining the industry, David personally learned that it was very difficult to find easy to understand information on retirement planning, wealth accumulation, estate planning and so on. It was this lack of easy access that made David want to get into the industry, learn everything he possible could, and then share this information with families who want to create a financial plan to set themselves up for security and prosperity, no matter what life throws at them.

His outgoing personality, love of lifelong learning, and ability to understand who his clients are, quickly builds trust with whomever he encounters - both personally and professionally - allowing him to maximize the knowledge he has gained and pass it on to his clients as their individual needs change.

When not working with his clients, David enjoys spending time with his wife, four daughters and his three precious grandchildren.  David also enjoys golf, fishing in BC or taking in a good ol’ hockey game.