Certified Financial Planner

David Lord, P. Eng, CFP

Dave's priority is to deal with his clients in a straightforward and honest manner. Financial Planning can be complicated, so he strives to convey ideas in a way that is understandable to each client. With 20 years experience as a Financial Planner he knows Financial Planning is more than money management and investments – the human element is just as important.

Dave was born in Hamilton and completed, with honours, a combined Mechanical Engineering and Business Management Degree in 1982 from McMaster University. For the next 2.5 years, after training in Brunei Indonesia, he operated as a Schlumberger Engineer on an offshore oil rig in China. In the early 80's China was just opening up to the rest of the world and it was an experience he was fortunate to have. After returning to Canada he left the engineering field and went into the marketing field with Husky Injection Molding. Then 2 years later, with encouragement from his own financial planner, Dave received his Mutual Funds License and started as a Financial Planner with Investors Group in 1989. By 1994 he had received his Chartered Financial Planner designation with honours through the Canadian Institute of Financial Planning. During that same period he obtained his Level II Life Insurance License through the Financial Services Commission of Ontario (FSCO).

In December 1996 Dave started ExcelPlan Financial. It was his goal to have his own planning firm that operated independently. Registering through FundEX Investments Inc., a mutual fund dealer, was perfect, as FundEX's goal is to be a Dealer for independent planners. Since that period his business has grown, and now he has Shari full time to help him continue to provide the level of service his clients expect.

David Lord, P. Eng, CFP