David Sutcliffe, CFP, CLU

Certified Financial Planner

La Cloche Silhouette Trail is a challenging yet rewarding trail that covers a distance of 78 kilometers. In hiking it you pass over ridges and descend into valleys. It is truly a beautiful but rugged trail that demands a high level of physical conditioning and expertise to navigate.

Similar to La Cloche Silhouette Trail, navigating the peaks and valleys of the market to realize your financial goals requires an equal level of skill, determination and conditioning.

David’s qualifications are deeply rooted in the values he learned during his 12 years in the Army Reserve, with the Cameron Highlanders of Ottawa and his deployment in Afghanistan.

David has a diploma in Professional Accounting and has recently completed the Certified Financial Planner and Chartered Life Underwriter designations.

What does this mean to David’s clients?

It means that he has the desire, drive and ability to create a clear path through life’s uncertainties to help you achieve financial growth with effective financial planning.

Mutual funds are placed through our dealer, Investment Planning Counsel Inc.

"Those who follow are always behind" – A.Y. Jackson


Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.