Dave Lord

P. Eng


Will I have enough money to get myself and my family through retirement? Will there be enough funds for travel, health care, a retirement home and to leave a legacy to our children and grandchildren? These are the questions clients have asked and Dave has answered for the past 30 years of his career.

Dave will provide you with expert financial and investment advice to both ensure you have the Financial Plan in place and to assure you that your retirement years will be as secure as possible. He does the necessary work so you can sleep at night and enjoy your hard-earned retirement.

Dave draws on all his resources to make sure your plan is always updated with the latest tax and investment information. A graduate of McMaster’s engineering and management program (top of the class, 1982), he is known among his clients for his exacting attention to detail. He earned his CFP designation in 1994 and launched ExcelPlan Financial the same year. Now semi-retired, Dave sold the business in 2017 and now serves as a mentor to the new owner, Timea Sarkozi, while looking after a few long term families.

Dave Lord