David Barnsdale CFP, FEA, Senior Portfolio Manager, Wealth Advisor in

David Barnsdale CFP, FEA, Senior Portfolio Manager, Wealth Advisor

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Senior Portfolio Manager, Wealth & Family Enterprise Advisor at RBC Dominion Securities - The Barnsdale & Hussain Wealth Management Group
📍 Mississauga, Ontario, Canada

David is a Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities, where he helps business owners minimize taxes and maximize wealth. A certified Family Enterprise Advisor from the University of British Columbia, he has been recognized as one of Canadas Top 50 Financial Advisors. Colleagues and clients describe him as highly effective and attentive.

As a CAFE Trained Family Council Facilitator, he specializes in creating succession plans for family enterprises.

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Experience
28 Years
Current Role
Senior Portfolio Manager, Wealth & Family Enterprise Advisor
Job Level
Middle
Location
Mississauga, Ontario, Canada
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Tax Minimization
His entire practice, including his proprietary "Tax SMART Method, " is built around helping business owners and professionals decrease their tax burden.
Family Enterprise
He is a certified Family Enterprise Advisor (FEA), specializing in the unique financial challenges that family-run businesses face.
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Career

Work history

5-2008
Senior Portfolio Manager, Wealth & Family Enterprise Advisor
RBC Dominion Securities - The Barnsdale & Hussain Wealth Management Group
1-2001 - 5-2008
First Vice President, Investment Advisor
CIBC Wood Gundy
1-1999 - 1-2001
Investment Advisor
Merrill Lynch
8-1997 - 1-1999
Investment Advisor
Midland Walwyn
In the press

Media appearances

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Education
2013 - 2015
FAMILY ENTERPRISE ADVISOR (tm) certificant
Institute of Family Enterprise Advisors
2013 - 2013
Family Enterprise Advisor Program
University of British Columbia, Sauder School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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