Dave Meidl

Dave Meidl is a licensed financial advisor in Kelowna serving the Okanagan.

Dave has a unique and unbiased view of the opportunities that exist in today’s market and can provide a view into what might unfold in the future.

Dave’s studies of financial history have taught him that history will repeat itself, we can learn from the past to get some insight into the future.

However...our future has not been written, we can and will influence our future by our purpose, our goals and our  actions.

Dave  works with you to plan your investment strategies and adopts the correct strategy to meet your goals within your time horizon. He works to solve your most pressing investment problems: protecting your principle, true diversification by asset class, meeting your investment time horizon goals, and providing peace of mind with a sense of real accomplishment.

We achieve this by formulating a plan, evaluating the plan to ensure it is correct and then follow the plan to its conclusion. 

Sounds simple doesn’t it?

The reality is most people fail to plan, and if they do plan they sometimes don’t evaluate it often enough to see if it is achievable. The sad fact is most people don’t have the discipline to see it to conclusion.

That’s where I come in!

Dave Meidl
Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose