Today’s Meet the Staff person is David Jones! David works out of our Dartmouth, NS office as a Financial Planner. David provides financial planning solutions to business professionals, business owners, and high net worth individuals. He offers actionable advice on how people can reach their financial goals, which saves time and money. He also works with accounting and legal counsel as needed, to help in delivering comprehensive solutions in matters pertaining to investment management, estate, and tax efficiency strategies. Here are a few random questions we asked David!
Q: What do you think makes a great workplace/workplace culture?
A: The people
Q: What is a little known fact about you?
A: I play guitar in a rock band called “The Grundies”
Q: What is the kindest thing that someone has ever done for you?
A: Spent their time with me.
Q: What is the best part about living in Atlantic Canada?
A: The 2 weeks of summer…
September is David's birthday month; if you happen to run into him, be sure to wish him a Happy Birthday! Keep watching for more “Meet the Staff” features and get to know the people of Belmont Health & Wealth, the faces behind the brand!