Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
David Baker is a wealth advisor in Nicola Wealth’s Vancouver office. He specializes in retirement planning and planning for business owners.
With a background in science and game theory, David has a unique ability to break down complex concepts into simple terms. In combination with his ability to quickly and genuinely connect with people, he is able to help clients truly understand the strategies being employed.
Inquisitive by nature, David became interested in finance during the Great Recession of 2008-2009, which drove him to try and understand how investments were managed. His interest led him down an educational path that altered his career goals and inspired him to become an advisor.
1508 West Broadway, Vancouver, BC V6J 1W8
604 235 5231
dbaker@nicolawealth.com
linkedin.com/in/david-baker-bsc-cfp-cim-79340b156
nicolawealth.com
David Baker
Wealth Advisor and Client Relationship Manager
Nicola Wealth
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Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2004
2006
2015
2019
2019
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2004
2006
2015
2019
2019
Read on
Special Report
Home
Bio
Milestones
2022
2019
2015
2006
2004
2019
Insurance Business Magazine | Key Media
Joined Nicola Wealth as a wealth advisor
2019
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2019
Human Resources Magazine | key media
Joined Nicola Wealth as a wealth advisor
2019
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2015
Human Resources Magazine | key media
Joined a boutique firm and became an associate financial advisor
2015
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2006
Human Resources Magazine | key media
MANAGED A SMALL BUSINESS TEACHING GAME THEORY AND PROBABILISTIC MATH
2006
1997
2004
human resources | key media
Went to university for science, majoring in biology and graduating in 2004
Worked as a research scientist in a microbial genetics lab
2004
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Milestones
2019
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
Wealth Advisor and Client Relationship Manager
Nicola Wealth
David Baker
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
