About Dave

David Chellew, Portfolio Manager

Throughout your career there are times that you ask yourself; why do I do what I do? Is it worth it anymore? Should I try something else? After the financial meltdown and great recession of 2008/09 in particular, these were not easy questions for me to answer.
25 years on I’m still going strong, not because I have to, but because I want to.
I’ve accumulated all the conventional business degrees and industry courses necessary to do my job. But I learned from experience that the things needed to build success are passion and commitment: if you’re not passionate about what you do, you’re just putting in time, if you’re not committed to doing it, then you’re wasting your time.

When I sit down with clients who have been with me since the beginning, I am reminded often that there is a market for advice; not everyone wants to spend the great time and effort in trying to be successful investors. Guide and mentor both, my role is to light up the possible, shine it on the opportunity and help you see with both clarity and certainty.

So whether you’re looking for alternative investment opinions, education or advice; I’m your guy. In a world with increasingly cookie-cutter investment options, I’ll help you create a unique financial strategy that works for you.

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