David Bournival

25 Burlington Mall Road
Sixth Floor
Burlington, MA 01803

We make investing work for you.


About RBC Wealth Management

My mission is to create financial security and peace of mind for individuals and their families. Investors benefit from my comprehensive approach to wealth management because it helps address their current financial needs and achieve their long-term goals. I build strong, lasting client relationships based on servicing accounts in changing social and economic conditions. I also work closely with my client?s tax and legal advisors to coordinate the most effective and efficient methods for turning goals into reality. Lastly, I conduct my business in an atmosphere that embraces mutual respect, professionalism, and a commitment to exceptional service.

I live in Hampstead, New Hampshire with my wife, Eileen, and our two children, Leah and Michael. I am active in the community as a member of the Hampstead Lion?s Club, The Greater Salem Rotary Club, and The Greater Salem Chamber of Commerce. Outside of my financial consulting practice, I enjoy spending time with my family, skiing, scuba diving, coaching youth sports and participating in other outdoor activities.

11 Years of Experience



General Information
Firm Start Year:   1909
No.of Employees:   More than 5000
Name of Broker/Dealer:   RBC Capital Markets Corporation
States Licensed in:   FL, MA, ME, NH, NY
Number of Years with Current Firm:   5
Work Experience:   I?ve worked in the financial services industry since 1997. Prior to joining RBC Wealth Management, I worked at Putnam Investments. I left Putnam to earn a Master of Business Administration with a concentration in investment management from Boston University where I was awarded membership in the Beta Gamma Sigma honors society. After graduation, I worked with a firm that provided management consulting to the mutual fund and insurance industries.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Stocks , Mutual Funds , Options & Futures , Bonds , Annuities , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life
Non-Financial Organization Memberships:   Hampstead Lions Club, Greater Salem Rotary Club, Greater Salem Chamber of Commerce.


Firm Information
Firm's Number of Clients:   41,000
Assets Managed by Firm:   $2791400000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Minimum Fee Charged for Managed Accounts:   $250



FAQs

  • What are your qualifications? What is your education background? I have worked in the financial services industry since 1997. Starting at Putnam Investments. I left Putnam to earn a Master of Business Administration with a concentration in investment management from Boston University where I was awarded membership in the Beta Gamma Sigma honors society. I completed my financial planning coursework at the Boston Institute of Finance.
  • What is your approach to financial planning? Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.
  • What services do you offer? With RBC Wealth Management, you have access to a complete range of products and services that can help you meet your specific financial goals ? exactly what you'd expect from a leading financial services company.
  • Will you be the only person working with me? Yes.
  • How are you compensated? How will I pay for your services? Primarily fee based based on asset size.
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David Bournival

David Bournival

Communities Served

FL MA
ME NH
NY

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM