Our Team

Enjoying thirty years in the financial services industry, David is a Founding Partner of Sona Wealth Counsel Inc. and is the firm's Chief Compliance Officer.  His area of practice includes transition planning, small business advisory, personal and corporate taxation. Considered a tax-planning specialist, David provides comprehensive financial planning for professionals, the self-employed, closely held corporations and trusts. Working with a relatively small client base allows David to develop personal relationships with each of his clients and their families. Those relationships, in turn, provide him with the in-depth understanding of his clients’ needs, as well as the level of trust required to be an advocate for positive change in their financial affairs.

David is considered an experienced and entertaining orator and has facilitated hundreds of presentations to a wide cross-section of audiences, for both public and private sector organizations in Canada. An author, media resource, and keynote speaker, David has been quoted in a variety of local and national publications as a fluent authority for matters of financial education, compensation transparency and regulatory compliance.  

David was appointed a CFP® Brand Ambassador in 2003 and named as a Fellow of the Canadian Securities Institute in 2013.  David holds a Master’s degree in Business Administration and was formerly an adjunct professor at Algonquin College in Ottawa. 

An active member within the community,  David continues to lend his time and support as a board member and advisor for both not-for-profit and charitable organizations within Canada.  When not spending time with his wonderful wife Andria and three young adult children, David enjoys playing drums and percussion to his favourite music.