David Roy

David has over 20 years of experience working with both public and private investment solutions. From large global asset managers to small emerging investment strategies David has always strived to deliver value to an advisors’ business.

David was successful in this regard by taking a consultative approach to the sales process consistently aligning the resources of the firm he represents with the needs of the advisor-client.

David has been recognized by Wealth Professional Magazine in both 2022 & 2023 as one of the top 50 Wholesalers in Canada.

Based in Toronto, David will be responsible for the Ontario and Quebec regions.