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David Gilman

Senior Wealth Advisor, Senior Portfolio Manager
Registered in: B.C., AB, ON


David has worked in the financial industry since 2001 as a Portfolio Manager, Branch Manager, and Certified Financial Planner ™.  Breaking into the industry with his previous national firm, David built a thriving practice culminating in Presidents Club/Elite awards in 2011, 2012, and 2013. He has earned solid credentials in the industry since graduating from university with BA (Hons) in Political Science and Business Administration.  The Chartered Investment Manager, Certified Financial Planner™, Financial Management Advisor, and Fellow of the Canadian Securities Industry are designations that show his commitment to continuing education.  To always do a quality job and do what you say you are going to do, are words he lives by and is what David’s clients have come to expect.  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.