Financial Advisor, Vancouver Island and the Gulf Islands

“I have personally known Dave for most of my life. On top of being great friends, we have had business dealings in the past, long before he was my financial advisor. The same was true then as it is now, he is an honest man who knows his stuff. If you decide to let Dave help you with what you need, you won’t be disappointed!” - Clinton S.

Posts in Risk Management Planning

The Art of Racing in the Rain (Movie Review)

My thoughts and review of a great movie, and how it relates to financial risk management and financial planning.

Risk Management PlanningDavid McCallumFebruary 10, 2020Insurance, Movie Review, Financial PlanningComment

Put some Life (Insurance) Into your Business' Financial Portfolio

“Success looks good on you; your business is doing well!.” What options exist to both protect yourself, and diversify your investment holdings?

Risk Management PlanningDavid McCallumJanuary 6, 2020Life Insurance, Critical Illness Insurance, Financial Planning, Net Worth, Tax