David Garnier Nova Scotia - Trusted Adviser - PowerPoint PPT Presentation

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David Garnier Nova Scotia - Trusted Adviser

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David Garnier of Nova Scotia is called upon to manage portfolios and implement investment strategies for his clients. As an executive at a major investment banking concern, he is in a very sensitive position. The clients that he serves rely on him to provide sound investment advice, and he has earned a great deal of trust over his many years in the business. – PowerPoint PPT presentation

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Title: David Garnier Nova Scotia - Trusted Adviser


1
David Garnier Nova Scotia Trusted Adviser
David Garnier of Nova Scotia is called upon to
manage portfolios and implement investment
strategies for his clients. As an executive at a
major investment banking concern, he is in a very
sensitive position. The clients that he serves
rely on him to provide sound investment advice,
and he has earned a great deal of trust over his
many years in the business. David Garnier of Nova
Scotia has been in the financial planning
business for a couple of decades at this point.
He has spent a significant portion of his career
working on estate planning matters. This is a
subject that many people do not take seriously
enough. When you have been in the industry, you
have first-hand experience with regard to the
negative consequences that can come about due to
a lack of planning. The scenarios that family
members have to deal with can often be very
complicated, difficult, and contentious.
2
David Garnier Nova Scotia Managing Investments
David Garnier of Nova Scotia takes on a great
deal of responsibility in his professional life.
People work hard to accumulate financial
resources. When they want to make investments,
they need to obtain the best possible guidance.
This investment strategist and portfolio manager
has been guiding clients toward robust returns
for over 20 years, and he continues to build on
his successes. David Garnier of Nova Scotia can
also pass along some good news. In Canada, the
entirety of the gain would not be subject to the
capital gains tax. Only half of the gain would be
subject to taxation, and the rate of the tax
would be equal to the marginal tax rate that was
applicable to the individual in question.
3
David Garnier Nova Scotia Leading With Integrity
David Garnier of Nova Scotia serves as a First
Vice President and Portfolio Manager for CIBC
(Canadian Imperial Bank of Commerce) Wood Gundy.
This is an important position, and he sets an
example for people that work around him.
Integrity is key when you are dealing with
investment counseling at a high level. This is
something that he brings to the table each and
every day. David Garnier of Nova Scotia is a
financial professional who counsels people who
are looking ahead toward their retirement years.
When you are in the business that he is in, you
speak with many people who are totally
unprepared. Unfortunately, retirement is not
something that automatically drops into your lap.
Though there are government pension programs that
senior citizens can draw from in Canada, but the
payouts are modest.
4
David Garnier Nova Scotia Outside Interests
David Garnier of Nova Scotia has accomplished a
great deal as a financial industry professional.
He is a vice president for the financial arm of a
leading bank in Canada, and he also manages
portfolios for the firm's clients. When you learn
about a successful business person, for the most
part, you hear about professional achievements.
This biographical material can be very
interesting to absorb, and it can be personally
instructive as you apply the habits of
successful people to your own career path. The
qualities that successful people typically
demonstrate are not exclusively played out in the
workplace. Most organizations will place an
emphasis on the value of work-life balance. You
should certainly take your professional position
seriously and do everything that you can to build
on your abilities. At the same time, your outside
interests can keep you on an even keel. For a
person like David Garnier of Nova Scotia, family
time is typically going to be a large part of
this equation. He is married, and he has a
daughter, so he has the ability to spend
meaningful, quality time with his loved ones.
5
THANK YOU...
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