Head of Wealth Planning
Time at Canaccord Genuity: 12 yrs
Industry Experience: 30 yrs
David specialises in financial planning and tax driven investment planning. He has over 15 years' experience in advising on and investing in VCTs, EISs and tax driven property structures. He is part of the CGWM Advice and Solutions Committee and a member of the Personal Finance Society and The Chartered Insurance Institute.