Meet Dave’s Team

As a Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI), Dave works hands-on with clients to find the best investment and income opportunities that are available.

For each client, Dave constructs a personalized total wealth strategy, bringing together investments, insurance, and long-range financial planning for maximum benefit. Clients also get access to an experienced team of financial specialists for life insurance, private banking and estate planning strategies that coordinate their financial affairs.

As a Certified Financial Planner (CFP), Dave aims to provide thoughtful, relevant financial advice to his clients. Dave works with multiple generations, and his expertise is particularly well-suited to professionals, seniors and business owners.

Often quoted in the local and national media, Dave began investing at the age of 12 with the help of his father, who also worked in the financial industry, and he has had a keen interest in the markets and financial issues ever since. He also invests in travel, having been to 44 countries and counting. But his best returns come from the time he invests in his family: Dave’s married, with twins — a daughter and a son.

Professional Qualifications

• Chartered Investment Manager (CIM)
• Certified Financial Planner (CFP)
• Fellow of the Canadian Securities Institute (FCSI)
• Past President, Fraser Valley Estate Planning Council
• Recipient, Austin Taylor Achievement Award
• Full Investment and Insurance Licences

ScotiaMcLeod, a division of Scotia Capital Inc.

Janessa oversees all areas of administration and operations for Dave and supports the team by setting up new accounts, answering client calls, and ensuring that clients get exactly what they need.  Outside the office, Janessa enjoys traveling and experiencing different cultures.

Janessa earned her Diploma in Business Management Bachelor of Business Administration (BBA) from BCIT.  She also gained a European business perspective through additional studies at the University of Applied Sciences and Art Northwestern Switzerland.  Janessa has a strong background in customer service and began her financial career in banking where she enjoyed helping individuals save and plan for the future.

Contact Janessa at (604) 535-4714 for administrative support, online access and account information.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Anthony has worked in financial planning for over 20 years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.

Anthony believes that helping our clients with their insurance needs is a sacred trust.

His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Monique is responsible for providing estate planning guidance to Estate and Trust clients. Prior to joining Scotia Wealth Management, she practiced law for several years at a large firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. Monique is focused on helping affluent clients build, preserve and transfer their wealth. She creates integrated wealth management solutions that incorporate investment management, estate and trust services and private banking.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

As a Total Wealth Planner, Michelle is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Michelle collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailors to help each client reach their financial goals. Through an evolving Total Wealth Plan, Michelle works with our clients to help them achieve future success – as they define it.

Michelle Embree graduated with her Bachelor of Commerce from the University of Victoria and brings over seven years of experience in the financial services industry. She maintains her dedication towards ongoing professional development and has attained the Certified Financial Planner and Registered Financial and Retirement Advisor designations along with a Diploma in Financial Planning.

Michelle’s passions include exploring different cultures through travel and food, and she enjoys preserving memories through scrapbooking.

Financial planning and advisory services are provided by Scotia Capital Inc.