David Semerak

As an Investment Advisor, I help my clients navigate the complex and evolving landscape of investing. With a clear understanding of each Member’s needs and goals, I work to create a roadmap for their retirement and other financial objectives.

As part of my role as an Investment Advisor, I spend time listening, asking questions, and examining your financial needs. Once we build a plan to help you reach your goals, we’ll select the appropriate tools and products to get you where you want to go. Along the way, regular reviews will allow us to track your progress and make any adjustments needed.

With 20 years in the financial services industry, I have remained committed to ongoing education. As a Certified Financial Planner (CFP) professional, and a Chartered Investment Manager (CIM), and Responsible Investment Specialist (RIS) designation holder, I’m committed to keeping my skills current, in order to deliver the best possible advice.

Based in Hamilton, I enjoy bringing personalized service to Meridian Members. I look forward to learning about your goals, interests, and needs. Together, we’ll create a plan that helps you feel financially confident.

Your Meridian Private Wealth Team

At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Dave, you also have access to our Private Wealth Support team.

Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to Dave — he'll ensure you receive seamless, personalized service.

Contact us

• Monday to Friday, 8:30 a.m. to 5:00 p.m.
• (905) 988-4055
• Toll-Free: 1 (833) 701-0707

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.