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David Gilman

Senior Wealth Advisor, Senior Portfolio Manager
CIM, CFP, FMA, FCSI
Registered in: B.C., AB, ON

Biography

David Gilman brings over 20 years of experience in the financial industry as a Portfolio Manager, Branch Manager, and Certified Financial Planner™.

David is committed to continuing education and holds The Chartered Investment Manager, Certified Financial Planner™, Financial Management Advisor, and Fellow of the Canadian Securities Industry designations. He’s built a thriving practice while earning industry-recognized credentials in addition to graduating from university with BA (Hons) in Political Science and Business Administration.

Clients can count on David to always do a quality job and do what you say you are going to do, the words he lives by.

He and his wife Joanne and their two children make their home in Whistler, British Columbia. You’ll catch them hiking, skiing, and taking full advantage of BC’s incredible mountains.