David Bourada, CIM
Co-Founder & Partner

For over 13 years, David has been committed to assisting business owners and incorporated professionals achieve financial independence. Having grown up in a successful local family-owned business, David has seen first-hand the unique wealth, tax, risk-management and estate requirements of these individuals and embraces the opportunity to be his clients’ trusted wealth advisor.

By utilizing a “360° approach”, it became evident that there was a gap with current health benefit service offerings and that there’s a great amount of complacency in the industry. By focusing on a client first model and by partnering with revolutionary technology offerings, David and his team are looking to change the way business owners and their employees manage and utilize their health benefits plan.