"I appreciate you sitting down with me to iron out all the details regarding cash flow mapping. I was able to put all the numbers we discussed into a big spreadsheet, and I can't tell you how much more efficient everything feels now. My partner and I are really looking forward to a very financially organized 2024! We are so deeply grateful."

– H.D.

"I truly appreciate David's openness during our discussions. He is the face of Raymond James for us and the only advisor we invest with. My spouse and I know he has our best interests at heart, and we trust that our investments are in good hands."

– Susie C.

”Thank you very much for your inspiring email and the interesting articles on your website. Thank you to all staff at Raymond James Qualicum Beach for building up this education and cultural platform that makes the market behaviour more understandable and the investments more accurate and well targeted for the clients.”

– Hilary H.

”Thanks so much to both David and Shirley for the very organized and informative meeting today. After years of different bank investment advisors, it was a new experience for me to see our investments organized on a big screen and everything, including the both of you, so well prepared. It was relatively easy for me, being as inexperienced as I am, to follow and understand most everything. Looking forward to our years together.”

– G.G.

”Many qualities transcend industries and in my counsellor training practice I used to talk about the importance of‘mattering’—where even the little things that you do send a message to your clients that they’re important and that they have your undivided attention and so on. You do that all the time, Dave.”

– Wendy F., Qualicum Beach