Dave’s goal is to give honest and unbiased advice in a multi-disciplinary fashion to individuals, families and business owners. He believes in “getting rich slowly” through debt reduction, proper planning and intelligent investing. He collaborates with his clients to determine what best suits their unique situation.
Dave works closely with Steve Derzaj to ensure the highest quality service for his clients.
Dave graduated from McMaster University in 2001 with an Honours Bachelor of Commerce degree. Since graduating from McMaster University, Dave went on to earn his designation as a Certified Financial Planner in 2010.
Before becoming a Certified Financial Planner, Dave spent four years selling pharmaceuticals for a major international firm. He grew up in Kitchener and was an avid athlete, participating in numerous sports including baseball with the Kitchener Panthers and McMaster Maurauders.
Dave currently lives in Kitchener with his wife, Kerri, and three beautiful children, Ilana, Emery and Christian.
For more information on Dave, visit his website: http://davekudsia.com