David Loftus understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. With more than 25 years of experience in the financial services industry, David has been recognized as one of the top wealth advisors at Raymond James and has earned the firm’s Chairman’s Council Award. David, originally from Toronto, attended the University of Toronto, earning a Bachelor of Business Administration (B.B.A.), in Economics and Political Science, with Honours.
David focuses on listening to each of his clients because he believes everyone’s needs and financial goals for the future are unique. As a Senior Vice President, Private Client Group with Raymond James located in Calgary, AB, he puts his clients – and their needs – first and offers expert advice and superior service. David offers transaction based or fee based services and has access to a wide range of investments.