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David Edey

Hello,I am David Edey, I have been an advisor for the past 20+ years, currently with The Wealth Management Group in Westmount.

I am also an experienced writer of personal finance and investment strategy articles, which have appeared in newspapers and magazines across the country.

I have authored two books "Smart Money Strategies for the Canadian Mutual Fund Investor" and co-author of "Beyond Mutual Funds, The Guide to Canadian Wrap Accounts" with Larry Herscu.

WORKSHOPS AND BROADCASTING

For the past 16 years I have been fortunate to be a regular contributor to a personal finance open line show on radio station CJAD 800 in Montreal, with host Peter Anthony Holder. I have also been a guest on the nationally syndicated radio shows Money Talks and Canada's Money Show.

As a guest on such television programs as the Nightly Business Report on CBC Newsworld, Life Network, and Free for the Asking, CBC Newsworld, Canada's Money Show, Money Talks and Montreal AM, has also allowed me over the years to also conduct numerous public and corporate workshops on the issues of money management and financial planning.

I feel my strengths lie in being able to explain concepts in an easy manner and with the right amount of humor.

My clients who I am very fortunate to work with are made up of a cross section ranging from young executives, business owners, widows and others who apply the Successful Wealth Approach, adhere to sound Financial Planning concepts and "Portfolio Comprehension"-an understanding of the risks and opportunities.

My office is located at 215 Redfern suite 168 in Westmount.

If you would like to learn more contact me at 514-345-8880 ext. 215 or fill out the form below. Thank You for visiting my site - David Edey

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For a Successful Wealth Approach Discovery Workshop
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