David Clark
Senior Portfolio Manager & Wealth Advisor
Your wealth is not just managed – it’s nurtured with precision and care
There is more to life than numbers. We focus on your financial well-being so you can focus on living life to the fullest. Part of our disciplined, structured wealth management approach is finding the best investment choices for our clients that align with their risk tolerance and objectives. We help clients secure the future they’ve envisioned, provide specialized guidance to successful entrepreneurs, and help families transfer as much of their wealth as possible to the next generation. Everything my team and I do is based on our promise to build a meaningful relationship with you, offering sound advice and peace of mind throughout your journey.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our team & story
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RBC Wealth Management Resources
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It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
With a strategic and comprehensive approach to your wealth and a thoughtful and deliberate approach to investing, we help you make informed, sound decisions about all aspects of your wealth, from tax minimization to estate planning to retirement income planning.
Our mission is to help you navigate the complexities of the financial world and build a secure and prosperous future.
How we do it
We support your success through a comprehensive financial assessment, personalized financial planning, risk management, strategic asset allocation, active portfolio management, and continuous communication and review.
As our client, you can expect a long-term partnership, personalized guidance, access to world-class research, transparency and trust, and exceptional service.
Our approach to investing
Please scroll through our videos on right to learn more about our approach to investing.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.