Dave Viel

Dave Viel CFP®, RRC

Executive Financial Consultant

Dave Viel is a respected financial professional with more than 22 years of experience guiding Canadians through some of life’s most important financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant (RRC), Dave has built a reputation for clarity, integrity, and an unwavering commitment to clients’ long‑term success. He works closely with business owners, professionals, farmers, retirees, and high‑net‑worth families to design tax‑efficient, practical strategies that help them grow, protect, and transition their wealth with confidence.

Dave believes that every client’s story is unique. He is known for distilling complex financial concepts into clear, actionable guidance and for creating plans that reflect each client’s goals, values, and life circumstances. His work spans retirement planning, estate and legacy strategies, corporate structures, risk management, and wealth optimization—always grounded in regulatory excellence and a deep understanding of the financial landscape.

With more than two decades as a business owner and advisor, Dave brings both strategic vision and hands‑on experience to every relationship. Clients value his thoughtful approach, his attention to detail, and his ability to simplify decisions that once felt overwhelming.

Outside the office, Dave is a devoted husband and proud father to his two sons. Whether he’s at the rink, at the pool, or cheering from the stands, supporting his boys in their many endeavors is one of his greatest joys. Connected to his community, Dave brings the same care, purpose, and integrity to his family life and volunteer work as he does to his professional practice.


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