David Harris
David Harris,
CFP® CIM® Portfolio Manager

More about David Harris

Dave is a Chartered Investment Manager® and a CERTIFIED FINANCIAL PLANNER® professional, as accredited by the Financial Planning Standards Council (FPSC) and a Certified Agricultural Farm Advisor (CAFA). Dave began his financial services career in 1999 as a life insurance broker following in his father’s footsteps. Today Dave enjoys helping clients realize their life goals through financial planning and prudent management of their wealth. He focuses on helping clients with $500,000 of investable assets or $2,000,000 in net worth.

David is active in the community as a member and past President of the Rotary Club of Woodstock and Chair of the annual Woodstock Rotary Dragon Boat Festival. He enjoys hiking, skiing, snowmobiling and sailing. His wife Debra is from Nova Scotia and they have two daughters that share their love of travel and outdoor activities.

You can learn more about Dave through this feature article in My Business Magazine.

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112 Springbank Avenue N

Woodstock, ON N4S 7P8

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Burlington, ON L7L 5Y7

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