CA, CFA, CFPmore
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David Reichwald, CA, CFA, CFP
David Reichwald is an Investment Advisor with the Vancouver Bentall branch of one of Canada's leading full-service investment brokerages, CIBC Wood Gundy.
With more than a decade of experience in wealth management and financial planning, David's practice has been built on professional integrity, exceptional service and a conservative style of investing. David believes there is no better investment than the time spent getting to know his clients, developing trust, mutual respect, and open communication. David and his team are committed to understanding the current circumstances and goals of his clients and developing a plan to help them reach their financial goals. He is able to take the mystery out of investing by explaining things in a clear and easy to understand manner.
CIBC Wood Gundy
David independently manages his clients' finances while utilizing the framework of a leader in Wealth Management services, CIBC Wood Gundy. The tools provided through CIBC Wood Gundy allow him to customize financial strategies and solutions for his clients during all aspects of their lives.
Credentials and Designations
David holds the following credentials and designations:
• Chartered Accountant (CA) designation,
• Chartered Financial Analyst (CFA) designation,
• Certified Financial Planner (CFP) designation,
• Fellow of CSI (FCSI).
His unique skill-set enables David to deliver a comprehensive, value-added approach to clients seeking well-crafted and appropriate solutions.
What We Do
David and his team provide a full range of services including financial planning, retirement planning, and tax-advantaged portfolio planning, with full access to professional portfolio management. He uses his skills and resources to customize a wealth management strategy to meet the unique needs of his clients. In conjunction with his estate planning team, David also provides clients with estate planning services.
Who We Work With
David's clients include investors with substantial means, business owners and people enjoying or planning for their retirement. He works closely with his clients in designing and implementing investment portfolios, and retirement financial strategies. He also assists business owners with the many financial needs specific to them.