We believe in what we do
Our approach to greater lifetime accumulation of wealth and security is all about taking control of risk and protecting your income. That means your wealth grows stronger over time, and you worry less about the ups and downs of the markets and the economy.
As you’ll see, our investment approach is rooted in resilience and hunts for opportunities in places traditional plans never look.
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David Cooke, CLU, CFP
I’ve seen firsthand how simple financial decisions can change the course of people’s lives, including my own family. It’s my mission, as a wealth counsellor, to help you make better choices with better financial outcomes about how you save, spend, invest, and protect your wealth.
My best days on the job are when someone realizes that there’s a less stressful way to go about wealth building. And it energizes me to know that I can make an impact that improves families’ futures.
Mark Irwin, CFA
As a portfolio manager, I’ve dedicated my career to studying the relationship between risk and reward. I believe that everyone can achieve greater success over time by minimizing risk to maximize long-term, intergenerational rewards.
My team and I do it every day. My greatest satisfaction comes on the days when we share our strategy and results with clients and prove that there is an alternative to traditional, stressful methods with unpredictable rewards.
About our partnership
Mark Irwin is Managing Director and registered portfolio manager at DaVinci Capital Partners Inc. He and his team serve as the exclusive investment portfolio manager for clients of David Cooke Wealth Counsellors. Davinci Capital provides discretionary portfolio management across a wide range of investment classes to provide additional layers of diversification and superior risk management. This is an approach favoured by institutional investors and pension funds for its predictable performance. We believe you will value Mark’s expertise and diligence.
