David Acker
David is your Sr. Wealth Advisor. A true investment visionary with 41 years of invaluable experience in the world of financial advisory. David is a trusted partner who leads a team of professionals focused on holistic wealth management. He’s not just registered with CIRO; he’s also actively contributing to the industry’s integrity through his role on disciplinary panels. Beyond finance, he tees off his passion for golf and immerses himself in the world of books. With David, your financial future is in expert hands.
Tanna Zwicker
Tanna is your dedicated Financial Associate with 8 years of experience in the investment industry. With a rich background in hospitality, Tanna understands the importance of delivering exceptional service. Holding a CIRO registration, Tanna partners with you on your financial journey and provides a blend of professionalism and personalized support to help you achieve your financial goals.
Lauren Acker
Lauren is your Administrative Assistant with 6 years of experience in the world of Investment Advisory. Lauren is a true champion in every sense, having been a vital part to the victorious team Canada that defeated Austria to win the prestigious International Cup in skiing, to her expertise as a certified Sommelier, ensuring a taste of excellence in every aspect of her life, and her ability to captivate audiences with her stirring renditions of the national anthems at sporting events, Lauren brings a unique blend of skills and passion to her role. She’s not just an assistant, she’s the winning notes in your financial symphony.