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David has worked in the financial planning industry for the past 14 years. David attained his Certified Financial Planning designation 10 years ago and specializes in business owners and high net worth planning services.
David has personal experience in all Canadian business structures (sole proprietorship, partnerships and corporations) and currently serves on the board of directors of a publicly listed company in BC.
He advises Vancouver ProCounsel clients of the Canadian tax issues they need to plan for before and after the move to BC. In many circumstances planning before the move to Canada can save thousands of dollars by making a few small changes before your actual move.
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