DAVID LYON

DAVID LYON

Position: Investment Advisor I iA Private Wealth
: QAFP
: Investment Advisor | iA Private Wealth
: Insurance Advisor | iA Private Wealth Insurance**
: BA (Economics), University of Western Ontario
: Email: david.lyon@iaprivatewealth.ca

David is an integral member of the financial planning team at Watermark Stone Wealth, and is currently involved with administering our Advisory Account Platform. Before partnering with his colleagues at Watermark Stone Wealth, he held various positions at RBC. With more than 25 years in the industry, David has worn many hats as he moved up the ranks, gaining a comprehensive command of the financial services marketplace.

David can regularly be found at investment conferences, gaining valuable insights into the markets, so that he can appropriately direct clients’ money into the right places at the right times. David’s favourite role is that of financial planner; he devotes countless hours crunching numbers to help his clients stay on track to achieve their goals.

David is passionate about lifelong learning. He recently obtained his QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) certification which demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. In addition, he is also pursuing two advanced certifications: the CERTIFIED FINANCIAL PLANNER (CFP®) and the Chartered Investment Manager (CIM) designations.

At home, David and his wife, Ursula, love chasing after their two children. David enjoys Masters swimming, platform tennis, golf, and skiing. He delights in passing his love of sports onto his kids.