David Sim / Edmonton, AB
Dave is a seasoned investment professional with over 40 years of experience in the exempt market sector. After earning his degree from the University of Alberta, he began his career at Xerox Canada, where he developed a strong foundation in sales and client service—skills that continue to inform his investor-first approach today.
Dave went on to found and lead a successful investment services firm, focusing on real estate and tax-advantaged opportunities. Now with Waverley Corporate Financial Services, he brings deep experience and a steady hand to helping both individuals and corporations build smart, tax-efficient investment strategies.
Known for his clear communication and client-first philosophy, Dave values transparency, trust, and long-term relationships. He’s committed to empowering investors with the knowledge and confidence they need to make informed decisions at every stage.
Jurisdiction: ON / BC / AB
Dave is a seasoned investment professional with over 40 years of experience in the exempt market sector. After earning his degree from the University of Alberta, he began his career at Xerox Canada, where he developed a strong foundation in sales and client service—skills that continue to inform his investor-first approach today.
Dave went on to found and lead a successful investment services firm, focusing on real estate and tax-advantaged opportunities. Now with Waverley Corporate Financial Services, he brings deep experience and a steady hand to helping both individuals and corporations build smart, tax-efficient investment strategies.
Known for his clear communication and client-first philosophy, Dave values transparency, trust, and long-term relationships. He’s committed to empowering investors with the knowledge and confidence they need to make informed decisions at every stage.
Jurisdiction: ON / BC / AB
Dave is a seasoned investment professional with over 40 years of experience in the exempt market sector. After earning his degree from the University of Alberta, he began his career at Xerox Canada, where he developed a strong foundation in sales and client service—skills that continue to inform his investor-first approach today.
Dave went on to found and lead a successful investment services firm, focusing on real estate and tax-advantaged opportunities. Now with Waverley Corporate Financial Services, he brings deep experience and a steady hand to helping both individuals and corporations build smart, tax-efficient investment strategies.
Known for his clear communication and client-first philosophy, Dave values transparency, trust, and long-term relationships. He’s committed to empowering investors with the knowledge and confidence they need to make informed decisions at every stage.
Jurisdiction: ON / BC / AB