Team

Our team of experts are here to help you find the right path

David S. Brady B. Comm, C.A., CPA, CFP

Certified Financial Planner

  • Chartered Accountant
  • Institute of Chartered Accountants of Ontario
  • Advocis-The Financial Advisors Association of Canada
  • Financial Planners Standards Council (CFP)
  • President, Entrepreneurial Chartered Accountants of London
  • Treasurer, Rotary Club of London Foundation
  • Board Member, Better Business Bureau of Southwestern Ontario
  • Board Member, Estate Planners Council of London

David’s career in the financial service industry began as a Chartered Accountant in 1962. After seven years as an Accounting and Tax specialist, he spent 20 years in the Real Estate investment and management business in Quebec, Texas and Ontario. He received his Ontario Securities licence in 1989, and created Southwest Financial Services Inc. in 1992 to become a full service financial planning business; offering Life, Health and Travel Insurance, Mutual Funds, and Segregated Funds; along with investment, taxation and retirement planning services. In 2005, Southwest merged with Rowe Financial Services, who were then acquired by Selectpath in 2007.

David considers himself a well-rounded generalist in the financial planning industry; however, he considers his specialties to be investment management and Tax and Estate planning for individuals and small businesses.

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Sarnia

704 Mara Street, Suite 111
Point Edward, ON N7V 1X4

Tel: (519) 344-7494

Toll-Free: (800) 362-8544

London

310-700 Richmond Street
London, ON N6A 5C7

Tel: (519) 675-1177

Toll-Free: (888) 327-5777