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"Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work."
- Vince Lombardi
FINANCIAL ADVISOR WITH VANTAGE WEALTH MANAGEMENT | WORLDSOURCE FINANCIAL MANAGEMENT INC.
With over a quarter-century of experience in the financial sector, David has established himself as a preeminent advisor, guiding clients through the complexities of wealth management with a personalized needs-based planning approach. His expertise spans a broad range of financial services, including investment strategies and risk management solutions. David's approach is rooted in a deep understanding of his clients long term goals and a commitment to personalized client service. His track record of helping individuals and families achieve their financial goals speaks to his dedication and skill as a trusted financial steward.
David joined the financial services industry in 1995. In 2002 David partnered with Kevin Smith and jointly formed Vantage Wealth Management in 2010, a firm dedicated to a comprehensive approach to wealth management. David has built a strong client following through his commitment to understanding the uniqueness of each client’s situation and ensuring solutions are creative and geared to the person’s individual short and long term goals.
When not at work, David enjoys his other passion, music. As an avid musician, he enjoys playing in his band throughout southwestern Ontario. He and his Partner Lindsay love to spend time traveling. When at home, time with their 2 Weimaraner’s Lola and Harford.
B.COMM., CFP, CLU
CHARTERED FINANCIAL CONSULTANT WITH VANTAGE WEALTH MANAGEMENT / WORLDSOURCE FINANCIAL MANAGEMENT INC.
Kevin has been contributing to the financial services industry for over 30 years. After completing his Bachelor of Commerce at the University of Guelph, Kevin continued his financial services pursuits and earned all available designations and accreditations in this chosen field. As a business owner and entrepreneur, Kevin has built a strong team committed to the unique needs of high-net-worth Canadians. Recognized as a leader in the financial consultant field, Kevin takes pride in the achievements of his team. In giving back to the community, Kevin is an active supporter of several local and international charities.
LICENSED ASSOCIATE – WORLDSOURCE FINANCIAL MANAGEMENT INC.
Following her graduation from Business College in 1979, Helen entered the financial services industry where she specialized in the field of insurance. While in charge of Branch Administration for a local organization, Helen continued her education. Her many accomplishments in this area led to the completion of various industry programs offered by the Industries Professional Associations. Helen’s efforts focused on both Office Management and Life Insurance including marketing and administration.
She successfully completed the Ontario Management Development Program at Conestoga College as well as the challenging and prestigious Canadian Investment Funds Course. Her knowledge, experience and unwavering commitment to excellence in customer service are key assets to the organization. Helen’s role at Vantage Wealth Management is Executive Assistant working closely with Kevin Smith.
LICENSED ASSOCIATE – WORLDSOURCE FINANCIAL MANAGEMENT INC.
Jennifer is a highly valued member of the Vantage Wealth team. Jennifer joined us in 2007 with an already extensive background and education in the financial services industry. Her experience in providing operational support for major banks and a unique perspective from which to provide both administrative and marketing support has proven to be of great benefit to clients, advisors and colleagues. Her naturally positive and helpful attitude combined with her personal warmth and dedications are but a few of Jennifer’s personal strengths. We are never surprised by the well earned praise we receive with respect to Jennifer from clients, suppliers and colleagues.
RELATIONSHIP MANAGER – VANTAGE WEALTH MANAGEMENT
Lindsay was born and raised in Waterloo. She has had a long-standing career in dentistry both as a dental assistant and dental hygienist which has allowed her to build trusting relationships with clients. This has helped Lindsay to transition into this new position easily. Outside of work she enjoys being active either in the gym or pool, travelling, ATVing and spending time with her two dogs, Lola and Hartford.
Lindsay has joined our team to actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns.
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