Evolving customer expectations are redefining the wealth and asset management industry around the world. As an Associate Partner in EY Canada’s Consulting practice, Dave works with clients to transform that change into compelling opportunity.
Over the last 25 years, he’s been the architect of strategic transformation programs and implementations for leading wealth and asset management organizations across Canada. He brings fresh thinking and deep expertise to platform improvement, operational efficiency, financial planning and advisor effectiveness. He also leads system and technology transformation. Passionate about financial planning, Dave publishes perspectives on digital advice, the ever-changing regulatory environment and platform harmonization.
Dave holds a Bachelor of Arts in Economics from McMaster University. He is a Certified Financial Planner (CFP), and a Chartered Investment Manager (CIM).
How Dave is building a better working world
“Whether we’re working with a boutique asset management firm or a Big Five bank, we begin every relationship by asking: what are you anticipating after what comes next? Those initial conversations are so powerful. Those questions that allow us to understand what our clients are ultimately hoping to achieve. Then, we work with them to design their transformation to get them there sooner. That’s how we help the world work better for our clients and their clients.”
