About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

David Foster

CIM, FCSI

David Foster began his career as an Investment Advisor in 1994 and has held a variety of senior roles in the financial services industry over the past 20 years. In addition to a Bachelor of Arts degree, David is a Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).

David helps individuals and families put a detailed financial strategy together to ensure his clients are able to live in retirement the way they want. David also specializes in helping business owners manage their financial matters and evaluate any tax, investment, or insurance opportunities that are available.

David lives in Toronto and is the proud father of two daughters, Judy and Betty. He enjoys travelling with and spending time with his daughters and if there is any time left over, the odd game of golf or tennis is much enjoyed. Having lived in Australia as an exchange student in his youth, David developed a fondness for cricket and follows it as best as someone can living in North America!

When you entrust your hard-earned investment assets to David Foster, you are dealing with an someone who has been in the investment business since 1994 and has earned the following financial industry credentials:
  • Canadian Investment Manager
  • Fellow of the Canadian Securities Institute
  • Canadian Securities Course
  • Conduct and Practices Handbook Course
  • Canadian Options Course
  • Partners, Directors and Senior Officers Qualifying Examination
  • Branch Managers Course
  • Effective Management Seminar
  • Options Supervisors Course
  • Derivatives Fundamentals Course

Mutual Funds provided through FundEX Investments Inc.