About Dave and Faisal

Born and raised in Calgary, Faisal got his first taste of the wealth management business during an internship he held as a teenager. After studying economics in Ottawa, he dedicated his career to helping people improve their financial security as they prepare for retirement.

Having worked with countless clients, Faisal has learned that people often make decisions based on emotions rather than facts. However, he believes that a structured, disciplined investment process is the best way to help clients achieve their goals. He approaches wealth management with an eye for growth opportunities so that his clients don’t miss out on any experiences in retirement.

Faisal co-hosts More Than Money, a weekly radio show where he discusses everything from financial topics to lifestyle considerations. He is also a business and market expert for CHQR Calgary and CTV where he shares his financial expertise to empower Calgarians to make smart retirement choices.

When he’s not in the office, Faisal enjoys playing ball hockey and golf. He is also a supporter of Junior Achievement, dedicating his time and expertise to promote entrepreneurship and financial literacy among young people.

Faisal would like to be remembered as someone who added value to the lives of others—as a good father, a good husband to his wife Sophie, and an advisor who has helped hundreds of clients reach their goals.

Faisal is honoured to be recognized as one of Canada’s Top Wealth Advisors: Best in Province for 2022 by The Globe & Mail and SHOOK Research.

Growing up with a parent in the financial industry, Dave was exposed to investing at a young age. After earning a degree in commerce from the University of Alberta, he saw a unique opportunity to make a difference for people in the most financially vulnerable time of their lives: retirement.

Dave has seen firsthand how failing to adjust your investment strategy as you age can have a damaging impact on your retirement, and he’s determined to prevent that from happening to anyone on his watch. He believes that a structured and disciplined approach to investing can allow you to have all the experiences you want in retirement without worrying about running out of money.

Dave co-hosts More Than Money, a weekly radio program that covers a variety of financial and lifestyle topics. He is also a business and market expert for CHQR Calgary and CTV, where he appears regularly to share his insights on retirement as well as financial and economic issues.

When he’s not working or shuttling his two teenage daughters to their activities, Dave loves to golf and travel with his wife Maddy.

Dave is a dedicated supporter of the Calgary Children’s Foundation, an organization that works to give local kids in need opportunities they may not otherwise have access to.

Dave is honoured to be recognized as one of Canada’s Top Wealth Advisors: Best in Province for 2022 by The Globe & Mail and SHOOK Research.