Saturday, May 18th, 2024

David McGruer CFP®, PFA, CEA

David McGruer CFP

David McGruer, Financial Advisor

He makes the complex world of investment, taxation, insurance  and other aspects of planning easier to understand and helps clients stick to the principles which actually work.  Besides advice, he can provide both investment (Investia Financial Services Inc.) and insurance (PPI Insurance Inc.) products and has been a financial advisor since 1993.

David taught at Concordia and McGill universities for two years and in an arctic school for four years before becoming a financial advisor.

David currently serves on the board of the Ottawa Chapter of Advocis (The Financial Advisors Association of Canada) and is a Past-President of the Chapter.