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Portfolio Manager
Dave moved from Ontario in 1986 to Edmonton where he currently resides. Dave graduated from the University of Alberta in 1992 with a Bachelor of Arts Degree in Economics. Dave joined Investors Group in 1993 and began overseeing the Yellowknife Office of Investors Group in 1996. Dave obtained his CERTIFIED FINANCIAL PLANNER designation in 1998.
In 2001 Dave decided to setup as an independent advisor, and started Tower Wealth Advisory. In 2006 Dave merged with a retiring advisor, which expanded his presence in the north, adding more Yellowknife based clients and new clients in Hay River.
Dave is now a Portfolio Manager with Wellington-Altus Private Wealth.
Portfolio Manager
Tyler was raised west of Edmonton Alberta in the community of Devon and attended the University of Alberta where he graduated in 2000 with a Bachelor of Arts Degree in Sociology. In 2001 Tyler became interested in the Financial Planning field and began study of the Canadian Securities Course. In 2002 he began working as a Financial Advisor.
By 2007 Tyler’s practice had grown substantially and he now had his own office known as Tower Wealth Advisory. Tyler achieved the CERTIFIED FINANCIAL PLANNER designation in 2008 to provide an even deeper understanding of the Wealth Advisory role.
Tyler is now a Portfolio Manager with Wellington-Altus Private Wealth. Tyler enjoys camping with his family, golf and snowmobiling in the winter.
Senior Investment Advisor
Scott started in the investment industry in 1996. What started out as managing people’s money has evolved into helping people live the life they want because although money matters, it isn’t everything. That’s why Scott is passionate about helping people improve their quality of life, plan for the unexpected, and make the most of the time that they have.
Scott applies what he learned from his upbringing on the family farm to the work he does with clients today. Simply put, work hard, treat people the way you would like to be treated, and don’t take things for granted because you don’t know when they’ll be gone.
By far, the most satisfying parts of the job to Scott are the genuine relationships and, more importantly, the friendships that have formed along the way.
Harvest Time is a collaborative effort between Fleischhacker Private Family Wealth and Tower Wealth Advisory to provide a solution to farmer clients who are looking to diversify their holdings.
Your Message, Our Priority: Reach out to us, and your inquiry will be personally attended to by Dave, Scott, and Tyler. Expect a prompt response within 24 hours.
