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About Us

David Williams
Certified Financial Planner
Certified Professional Consultant on Aging


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 option. 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 David wanted 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 grand-daughter. Every now and then, when there are just too many women, David can be found golfing, fishing in B.C., or taking in a good ol’ hockey game.