Verified recordFinancial Services

David Dennis

Financial Advisor at Investment Planning Counsel

Based in Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Canada

Industry

Financial Services

Company size

997

Contact information

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Email

1 credit

d•••••••@ipcc.ca

Phone

5 credits

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Background

About David Dennis

My goal is to help you create a financial strategy and turn your dreams into reality. Growing up, I watched my father grow his business at Dennis Financial & IPC Investment Corporation and establish a solid reputation in Fredericton by providing sound financial advice and helping people grow their wealth. I’m proud to be a part of this dynamic team and I am pleased to see many of these longtime clients continue to reap the financial rewards of putting a solid plan in place. This wide range of clients include farmers, educators, lawyers, government employees and other high net worth professionals. Along with our tagline of ‘personalized planning | exceptional service’, I believe that integrity and ethics are cornerstones of our values at Dennis Financial & IPC Investment Corporation. Whatever stage of life you’re at: from managing loans, purchasing a home, transitioning into retirement or receiving an inheritance or wealth transfer, it’s important to know how to properly manage your cash flow and plan for an unpredictable future. I believe in educating and empowering my clients with easy-to-understand advice so that you feel comfortable with your decisions and achieve your highest potential. While working at Investment Planning Counsel's head office, one of my proudest accomplishments was achieving Regional Vice President status in a few short years. During this time, I oversaw over $4 billion in financial assets and coached over 180 financial advisors from southwestern Ontario to Manitoba. In my non-working time, I enjoy spending time with my family – including my wife Solli, our daughters Adrianna and Gabrielle. I also watch Formula 1 racing, and Co-Host Silverball Chronicles: A Pinball History Podcast available on Spotify. If you have questions about building your wealth, please connect with me at david@dennisfinancial.net or 506-452-8464

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