Investments|Life Insurance|Estate Planning|Tax-Efficient Solutions|Group Benefits|Education Plans

 

Providing business owners and families with tax efficient solutions for retirement planning, investment selection, education plans, estate planning and preservation, life insurance and group benefits.

David Tugwell, B.Comm. (Fin)

Financial Security Advisor
Investment representative

I work closely with my clients on a continual basis to fully understand their current and future needs and goals. My role is to help guide clients through the financial security planning process, ultimately providing them the best and most tax efficient solutions for reaching their objectives. I want to empower my clients by ensuring they understand all available options and enabling them to protect and grow what they have worked so hard to build.

Professional Biography: After getting my finance degree at the University of British Columbia, I worked as an options and derivatives trader in the US and England for 10 years. After so many years abroad, I decided it was important for me to move back to Ottawa to be close to family. Also, after spending the majority of my time in front of computer screens without much human interaction, I was also looking for a change of pace. At this junction, I started a restaurant and catering business with a couple of business partners which we grew to eight locations over the next 10 years. Although I enjoyed the restaurant business, in particular the business development aspect, I had increasingly realized that I was missing being involved in the financial world. This is when I decided that a career in financial planning would really allow me to combine my experience and interests with my preference for client facing relationships.

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