With more than two and a half decades of expertise as a financial advisor, Fernhill co-founder David Webb has earned the trust of clients through his personalized, ethical approach. David's credo — and Fernhill's — is to treat clients' finances with the same care and diligence as he treats his own. David derives great satisfaction from helping people become more financially self-sufficient and better prepared for life’s journey.
David, who holds the accredited Certified Financial Planner (CFP) designation, takes the time to understand his clients' lifestyle and investment objectives. David’s in-depth review of their individual situation, not only enables him to guide them on the path toward achieving their financial goals, it can help ensure they are protected against life’s unexpected events along the way.
David has found that taking the time to help clients understand the basic principles of investing and risk management pays big dividends for them. That’s especially true at retirement when they need a much higher degree of financial literacy in order to navigate those complicated retirement spending years efficiently – something few people talk about, most fail to understand and even fewer execute.
David is licensed to sell GICs, mutual funds and insurance. He has worked with 100s of families advising them in a number of areas including: Wealth Management and Tax Planning; Risk Management, which includes Life Insurance, Critical Illness, Disability and Long Term Care, and; Estate and Retirement Planning with a focus on the construction of Efficient Retirement Income Streams.
David is a member of the Greater Victoria Chamber of Commerce and past Board member of the Vancouver Island Chapter of Advocis, where he held the Advocacy Chair. Advocis, The Financial Advisors Association of Canada (TFAAC) is the largest and oldest voluntary professional association of financial advisors in the country. David sits on the TFAAC Board as a Director at Large. He is also the Chair of the BC Political Advocacy Committee (Advocis) and sits on its national Government Relations Committee. These committees work cooperatively with regulators and all levels of government and are a great resource for both on a variety of financial matters.
In addition to these voluntary positions, since 2008 David has served as an Industry Representative for the Mutual Fund Dealers Association of Canada (MFDA) where he sits on disciplinary Hearing Panels for the MFDA’s Pacific Regional Council. Most recently, David was appointed to its Policy Advisory Committee (PAC), a body of industry representatives that provides advice, comments and reports to the MFDA on a variety of topics, including regulatory initiatives, and industry trends and practices.
In his spare time David enjoys family, travel and exploring the outdoors on his ATV.