Dave Hutchinson, CFP, CPA CMA, B.Math

Email:
Phone:613-592-2422 x222
Fax:613-592-0597
Website:www.davehutchinson.ca
Licensed in investments:Ontario, Quebec,
Nova Scotia, New Brunswick,
PEI, Newfoundland
“My investment philosophy is essentially conservative in nature. Operating within each client’s comfort level, an investment portfolio is structured which will achieve long-term growth without undue risk. As a result, both my clients and I sleep soundly at night.”

As a Certified Financial Planner Dave provides investment reviews and planning, tax planning and filing, insurance, severance package/buyout advice to people who are interested in preparing for their families’ futures. Dave’s clients include professionals, executives, and business owners. Whether you are a novice investor or a knowledgeable and experienced one, you can expect friendly advice and a strategic understanding of your needs.

After graduating in 1984 with a B.Math degree from University of Waterloo, Dave worked as an accountant for several Ottawa high-tech companies, while also studying for his Certified Management Accountant (CMA) designation which he was awarded in 1991.  In 2000, he earned his Certified Financial Planner (CFP) designation, and as an active member of Financial Planning Standards Council and the Chambre de le Sécurité Financière, Dave is continually updating his knowledge and staying current with industry developments.

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Lorraine Baechler has been part of Dave's team since 2003. Her extensive knowledge of the backoffice systems of Investia and the fund companies, coupled with her encyclopedic memory for clients and their transaction history, allows her to process the forms and paperwork for Dave's clients very efficiently and accurately.

Away from the office Dave enjoys weekly basketball games, golf, relaxing at the cottage, cheering on the Senators and spending time with his two university-aged children.

Contact Dave today for a free no obligation consultation. 

For more information, visit Dave's website www.davehutchinson.ca(external link)