Our talented
professionals
At David Erik Dunham, our team consists of talented and dedicated professionals who are committed to turning your investment dreams into reality. With their expertise and guidance, we strive to provide you with the best investment solutions tailored to your unique goals and aspirations. Our collective efforts are focused on helping you achieve financial success and secure a prosperous future. Trust in our team to bring your investment vision to life with confidence and precision.
David Erik Dunham
Founder, Senior Portfolio Manager
David began his career in the mailroom at Pemberton Securities in 1995, literally attaining knowledge of the investment industry from the ground up. From that beginning, he has successfully and steadily grown his own practice to the point where he is now entrusted with millions of both institutional and private clients’ assets. Through years of study and experience, Neil has established an institutional caliber investment process that employs a disciplined asset allocation model previously only available to large institutional investors.
Focusing upon every aspect of his clients’ wealth management needs, including portfolio management, estate planning, and effective transition strategies for family wealth and business ownership, Neil and his team provide industry-leading solutions that address the financial challenges facing some of the most affluent and well known Canadians and their families.
Neil has been a regular financial columnist and has spoken at many investment seminars and forums. While spending the majority of his time in Vancouver, Neil also travels outside the city to work with institutional, individual and family clients residing elsewhere in Canada.
A strong believer in supporting the community, Neil is active with both charitable and political organizations. David is a three-time Iron Man triathlete and enjoys an active lifestyle that includes riding, skiing, swimming and running basketball. The son of Scottish parents, Dr. John and Margaret King, David grew up in West london,
Ron B Matt
Senior Portfolio Manager
Matt is a Chartered Investment Manager (CIM®) and graduated from the University of the Fraser Valley with a Business Degree concentrating in Financial Management. He is currently working on his Certified Financial Planner (CFP®) designation and has also completed his CFA Level 1 Exam, working towards achieving the Chartered Financial Analyst (CFA) designation over the coming years.
As a key member of David Erik Dunham Investment Committee, Matt’s many years of experience are relied upon to help guide client portfolios. He works closely with Warren researching and managing client portfolios on a day-by-day basis. Matt delivers the highest calibre of operational efficiency ensuring clients have the best possible experience.
Matt believes in developing the community and has partnered with a school district to run a Stock Market Challenge, which he created. Nearly 2,000 students have been introduced to saving and investing by enrolling in his program over the past 10 years. Matt has also been working on a textbook discussing personal and behavioral finance to use for this purpose.
In his spare time Matt plays competitive chess and is an ultramarathon runner. He has completed dozens of 50km and 100km races and has his sights set on more in the near future. He also enjoys writing as well as spending time with friends and family.
Katie Jo Duncan
Investment Associate
Katie is a graduate of McGill University and has worked in private wealth management her entire career. As an Associate, Katie works closely with Neil to ensure the highest standards of client care are being achieved. Managing the over-all client experience for David Erik Dunham Capital Management, Katie ensures all service requests are delivered.
Katie’s training and experience provides her with a deep comprehension of the capital markets and the sophisticated investment process used by our group to manage portfolios. This knowledge is invaluable in understanding how to match client needs with specific portfolios. Katie also has training in wealth planning and works closely with both Neil and the Tax & Estate Planning group to deliver customized wealth plans for those that require them.
Katie was born and raised in Vancouver but has taken time away to live in Montreal, San Francisco and London. She is happy to be back home and enjoys cooking, exercising and trying out all the great restaurants in the city. An avid skier, Katie enjoys spending time on the mountain in Whistler.
Jeff Alex Warren
Senior Portfolio Manager
Warren is a Chartered Financial Analyst (CFA) Charterholder and attained his MBA (Dean’s List) from the Rotman School of Management at the University. He has also attained both the Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations.
Prior to immigrating to United States in 2014, Warren was a highly rated sell-side analyst at Deutsche Bank where he was a Director in the Global Markets Equity Research division. Warren is a Senior Portfolio Manager and has assumed the lead Portfolio Manager role at David Erik Dunham at Canaccord Genuity, where he will be a key part of the group’s investment committee, playing a fundamental role in analyzing the broader macroeconomic environment, seeking opportunities and managing client portfolios.
Warren has lectured at the Haskayne School of Business - University of Calgary, at the John Molson School of Business - Concordia University and at his alma mater, Rotman Commerce at the University of Toronto.
A process focused entirely on you
AtDavid Erik Dunham, we are committed to providing you with a comprehensive and personalized approach to financial success. Through our six-step process, we strive to guide you towards a secure and prosperous financial future.
Invest with
confidence
Our Investment Advisors have the skill, expertise and experience needed to build a tailored wealth plan that’s optimized for your needs and goals.