Executive summary
David is a partner in BDO's Penticton and Kelowna offices, with over 30 years professional experience providing accounting and business advisory services to high net worth individuals.
David has provided wealth management, accounting, corporate tax restructuring and planning to clients in a wide range of industries, including incorporated professionals, wineries, manufacturing companies and real estate development. He has successfully assisted a number of clients with restructuring their businesses to maximize profits while minimizing taxes now and in the future.
David is a member of BDO's wealth management team. He is also a Future Leaders of the Firm mentor and a member of the regional marketing team. David has made many internal presentations on wealth management and insurance leveraging and is the author of many articles in Grapes to Wine magazine. He serves on the board of the South Okanagan and Similkameen Community Foundation.
Professional affiliations
Member, Valhalla Angels, Kelowna Chapter
Professional designations and education
Institute of Chartered Accountants of BC (1988)
Certified General Accountants of BC (1984)