David Dennis, BAFinancial Advisor
My goal is to help you create a financial strategy and turn your dreams into reality.
Growing up, I watched my father grow his business at Dennis Financial & IPC Investment Corporation and establish a solid reputation in Fredericton by providing sound financial advice and helping people grow their wealth.
I’m proud to be a part of this dynamic team and I am pleased to see many of these longtime clients continue to reap the financial rewards of putting a solid plan in place. This wide range of clients include farmers, educators, lawyers, government employees and other high net worth professionals.
Along with our tagline of ‘personalized planning | exceptional service’, I believe that integrity and ethics are cornerstones of our values at Dennis Financial & IPC Investment Corporation.
Whatever stage of life you’re at: from managing loans, purchasing a home, transitioning into retirement or receiving an inheritance or wealth transfer, it’s important to know how to properly manage your cash flow and plan for an unpredictable future. I believe in educating and empowering my clients with easy-to-understand advice so that you feel comfortable with your decisions and achieve your highest potential.
While working at Investment Planning Counsel's head office, one of my proudest accomplishments was achieving Regional Vice President status in a few short years. During this time, I oversaw over $4 billion in financial assets and coached over 180 financial advisors from southwestern Ontario to Manitoba.
In my non-working time, I enjoy spending time with my family – including my wife Solli, our daughter Adrianna and our Chocolate Lab “Kevin”. I also watch Formula 1 racing, play soccer, follow politics, and spend time playing paintball, watching the Blue Jays, and yes, even the Maple Leafs.