Dave Pundick
CFP®
Vice-President, Group Retirement Services
Dave manages the Group Retirement division at Waypoint Benefits & Financial Services, collaborating closely with employers who provide group retirement savings plans for their employees. Employers value his team’s hands-on approach to understanding their plan goals, employees’ objectives, and retirement expectations.
Our goal is to help clients offer a dynamic and valued retirement plan. Employers and employees gain maximum value from their retirement plan when employees are engaged and appreciate the retirement benefits offered. Dave and his team work closely with clients and their employees to ensure the retirement plan meets everyone’s expectations, supporting employees in achieving retirement success. We help you develop a solid plan design, recommend a quality investment menu, and, through employee education, ensure your employees fully benefit from your retirement offerings.
Dave manages the Group Retirement division at Waypoint Benefits & Financial Services, collaborating closely with employers who provide group retirement savings plans for their employees. Employers value his team’s hands-on approach to understanding their plan goals, employees’ objectives, and retirement expectations.
Our goal is to help clients offer a dynamic and valued retirement plan. Employers and employees gain maximum value from their retirement plan when employees are engaged and appreciate the retirement benefits offered. Dave and his team work closely with clients and their employees to ensure the retirement plan meets everyone’s expectations, supporting employees in achieving retirement success. We help you develop a solid plan design, recommend a quality investment menu, and, through employee education, ensure your employees fully benefit from your retirement offerings.
Dave Pundick
CFP®
Vice-President, Group Retirement Services
Dave Pundick
CFP®
Vice-President, Group Retirement Services
Dave manages the Group Retirement division at Waypoint Benefits & Financial Services, collaborating closely with employers who provide group retirement savings plans for their employees. Employers value his team’s hands-on approach to understanding their plan goals, employees’ objectives, and retirement expectations.
Our goal is to help clients offer a dynamic and valued retirement plan. Employers and employees gain maximum value from their retirement plan when employees are engaged and appreciate the retirement benefits offered. Dave and his team work closely with clients and their employees to ensure the retirement plan meets everyone’s expectations, supporting employees in achieving retirement success. We help you develop a solid plan design, recommend a quality investment menu, and, through employee education, ensure your employees fully benefit from your retirement offerings.
Dave joined Dehoney Financial Group in 1997 after starting his career with a major Canadian insurer. He holds an Honors Degree in Economics from the University of Manitoba. In 2002, he earned his Certified Financial Planner designation and has been an active member of the Financial Planners Standards Council ever since. Dave has been married to his wife, Nancy, for over 30 years, and they have three adult children. In his free time, Dave enjoys spending time outdoors and is an avid golfer.
