Documents Wealth Management

1. Who We Are David White & Associates We are financial advisors who specialize in portfolio design for taxable and tax-deferred investments. 2. Not enough time Not enough…

Documents Sept.21,2011 Profiles of Excellence

o f E x c E l l E n c E Profiles g r E a t E r V i c t o r i a f a l l 2 0 1 1 P g r e a t e r V i c t o r i aProfiles o F e x c e l l e n c e Kristi Buchanan B. Com, CFP,…

Documents Sept.21.2011 Profiles of Excellence

o f E x c E l l E n c E Profiles g r E a t E r V i c t o r i a f a l l 2 0 1 1 P g r e a t e r V i c t o r i aProfiles o F e x c e l l e n c e Kristi Buchanan B. Com, CFP,…

Documents Sept.21 2011 Profiles of Excellence

o f E x c E l l E n c E Profiles g r E a t E r V i c t o r i a f a l l 2 0 1 1 P g r e a t e r V i c t o r i aProfiles o F e x c e l l e n c e Kristi Buchanan B. Com, CFP,…