Wealth Management Team / Sidney
Since 2010, David has focused his practice on helping Canadians implement and execute The Smith Manoeuvre– a financial strategy designed to convert the non-deductible interest of residential mortgage debt into the tax deductible debt of an investment loan while simultaneously building non-registered retirement savings.
Trained and mentored under Fraser Smith who pioneered the development of the The Smith Manoeuvre. David now works in partnership with Robinson Smith, Fraser’s son, to assist families in implementing the strategy.
David joined Integral in June 2013 when Sora Wealth Advisors completed a corporate transaction with Integral. David’s practice is located in Vancouver where he directs his energies in assisting clients in BC, Alberta and Ontario.
Prior to becoming an advisor, David raised capital for Walton Capital Management, a major land development company. Prior to working in the financial services sector, David worked for a number of years in commodities, trading softwood lumber and plywood as well as agricultural feed ingredients.
David graduated from the University of Victoria where he majored in History and Philosophy. He also holds a diploma of Business Administration from British Columbia Institute of Technology.