Edgestone Partners brings a fresh approach to managing your financial goals, allowing you to focus on your full and active lives. We help individuals, families and business owners build, preserve and manage wealth, whether you are just starting out or in a more advanced stage of your planning process. Your situation is unique and we are committed to providing solutions that are customized to your specific needs.
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Edgestone Partners was founded in 2012 and brings with it over 32 years of financial planning experience. Along with our strategic partners, we will help guide your decision making in the areas of asset management, estate and financial planning and insurance planning.
After graduating from UBC Economics in 1988, Dave has gone on to attain his CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CHS ( Certified Health Specialist) designations.Dave has experienced the industry at the management, corporate and advisory levels. Dave enjoys helping clients minimize their financial stress, allowing them to focus on what is important in their lives.
After graduating from UBC Economics in 1988, Dave has gone on to attain his CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CHS ( Certified Health Specialist) designations.Dave has experienced the industry at the management, corporate and advisory levels. Dave enjoys helping clients minimize their financial stress, allowing them to focus on what is important in their lives.
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