An Introduction to David Clark, Regional Director at CI North America Wealth Management

David is a resourceful and experienced Financial Adviser and Wealth Manager, with 30 years of experience in Europe and the Americas. He is regulated in the UK by the CII, the USA Series 65 and locally by the SMV in Panama. Advice over the years has become very predictable, with advisors generally having self-serving agendas, a bias towards a prescribed range of US mutual fund managers against a backdrop of convention that precludes clients from accessing innovative international based solutions. His clients are international expatriates who are ordinarily too busy in their roles to give the same professional level of diligence to their financial affairs as they do for their companies or transitioning from one jurisdiction to another. In all cases they are away from their normal spheres of influence in their home countries and often requiring a unique, bespoke and international perspective.

Your partner and guide helping US, Canadian and International Expats achieve a smooth transition and fulfil their personal financial goals