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Meet David. He's an expert.
Meet David. He's an expert.
Get professional and local investment advice tailored to you
David Sigrist
Mutual Fund Investment Specialist
Aviso Wealth
Years of experience: 10+
Service areas: Surrey & White Rock
Languages: English
Book a free 30 minute virtual or in person investment consultation.
Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
- Estate and legacy planning
- Generating regular income
- Managing debt
- Planning for retirement
- Saving for children’s education
- Investment strategies
- Risk management
- Estate and legacy planning
- Generating regular income
- Managing debt
- Planning for retirement
- Saving for children’s education
- Investment strategies
- Risk management
I have strong financial knowledge with over 10 years of financial services experience in both Canada and the United States, and have completed the Canadian Investment Funds Course. I thoroughly enjoy meeting new people and hearing their stories, especially fellow immigrants looking to start a new life in Canada.
My curiosity extends beyond personal connections to encompass members, markets and financial concepts. I am dedicated to offering unbiased, comprehensive and long-term financial advice to ensure the success and well-being of my clients.
My curiosity extends beyond personal connections to encompass members, markets and financial concepts. I am dedicated to offering unbiased, comprehensive and long-term financial advice to ensure the success and well-being of my clients.
Ready to talk?
How to reach us
Call our Member Service Centre
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Available 24/7
1 888 884 4430
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Send us an email
Meet online or in person
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.