Empowering Wealth,
Elevating Life

My Wife and I came to David at Apex Wealth Planning a couple of years. As "thirty-something's" with two young children, we needed some guidance on how to best build for the financial future of our family. We found that from outset David conveyed a calming sense of trust. As new investors, we found this of particular importance. David Listened to our needs, our financial circumstances, and developed a clearly defined and understandable program of action. Two years into the process, the achieved results have exceeded our expectations. One of our favourite parts of working with David is that he is proactive in his approach, communicates with us regularly, and has put the interests of our family ahead of his own interests.

Ken Hammond VP of Sales and Operations, Ergo Centric

David has been my Financial Planner for over 15 years and he's guided me along my business journey, financial goals and family planning. David is very patient and he breaks down financial terminology into simple language. I have recommended David to many business owners who are looking to be better organized and create greater future for themselves.

Audley Rainford Founder & Owner, Cadence Staffing Services

As a business owner, husband and father, David has been an excellent financial and business advisor. He has been a support for our life and our business through his many resources. My experience in working with David has been fantastic. I trust him and enjoy meeting with him and the results have been spectacular.

Darko Trifunovic Owner, Neighborhood Landscaping