He makes the complex world of investment, taxation, insurance  and other aspects of planning easier to understand and helps clients stick to the principles which actually work.  Besides advice, he can provide both investment (Dundee Private Investors Inc.) and insurance (Dundee Insurance Agency Ltd.) products and has been a financial advisor since 1993.

David currently serves on the board of the Ottawa chapter of  the national organization called Advocis, the Financial Advisors Association of Canada.  David taught at Concordia and McGill for two years and in an arctic school for four years before becoming a financial advisor.

Randi Lockeberg, CFP, CSA - Financial Advisor, mutual funds (Dundee Private Investors Inc.) and insurance agent (Dundee Insurance Agency Ltd.).
Over the last several years Randi has both built her own clientele as well as assuming responsibility for her father's mature practice.  Randi can help you with financial planning, investment and insurance needs.

Carole McGruer, B.Ed. - Client Service Specialist
Carole was an early childhood teacher for seven years before leaving the workforce to raise two daughters and manage a home.  She joined the McGruer Team office staff on a full time basis at the end of 2003 but has been involved in behind the scenes planning and discussions since 1993.  When you call David's office Carole often handles inquiries and will pass you on to David or take a message when necessary.