David is a Chartered Accountant with an IT specialty (CA-IT) and holds a CPA designation. He is a CFA charterholder and has the CFO and PDO exams required for IDA registered Investment Dealers. David also has an honors degree in Mathematics from the Universiry of Waterloo. David has demonstrated a strong commitment to the community by serving on the advisory board of the Children's Own Museum and the Beaver Valley Ski Club, acting as Treasurer, advising condominiums on financial matters, and supporting free tax clinics. He is a sought-after speaker on topics such as governance, OSC Regulatory Audits and Financial Compliance.