David A. MacLean

David has been in the wealth management industry as a CERTIFIED FINANCIAL PLANNER® professional for almost 30 years.  His passion for helping clients create a successful investment experience and achieve their financial goals is demonstrated by his dedication to the highest standards of professionalism, experience, and client service.

David is able to utilize his extensive experience in the comprehensive wealth management process—integrating retirement, investment, tax, insurance, and estate planning solutions for clients to help preserve and grow their wealth.

David’s list of credentials includes the prestigious Financial Management Advisor (FMA) and CFP® designations.  He also holds his Insurance License* enabling him to provide advice on complex insurance and estate planning strategies.  David obtained his Bachelor of Business Administration degree with a concentration in Finance from Simon Fraser University in 1995.

David is a member of the Financial Planning Standards Council, and a Fellow of the Canadian Securities Institute (FCSI®)— a high mark of distinction in the industry.

On a personal note, David enjoys an active lifestyle with his family in Kelowna.