David Vicic, CFP®, ASA, CIM®

Financial Advisor

David uses his experience in the actuarial field and as a financial planner to help ensure the firm’s clients are able to achieve whatever they want in life. By being thorough and putting the clients’ interests ahead of all others, he helps them maintain peace of mind so they can focus on their lives and careers. He specializes in:

  • Retainer-based wealth attainment and preservation consulting services
  • Investment management (discretionary/non-discretionary)
  • Tax compliance and planning through a related entity, The Sygnet Group, Inc.

A Toronto native, David graduated from the University of Toronto with a degree in actuarial science. He has worked in the pension consulting, insurance and financial planning industry since 1987 and is a CERTIFIED FINANCIAL PLANNER professional, an Associate, Society of Actuaries, a CHARTERED INVESTMENT MANAGER® and a licensed life insurance agent. David and his wife, Kimberly, live in Mississauga, Ontario, and are parents of two wonderful young women.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.