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David Koppe, Financial Advisor

Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Employee stock options
  • Education savings strategies
  • Sustainable Investing
  • Charitable giving

About David

Every person's journey is unique – whether you are supporting your family through important decisions, or guiding your business' growth strategy, every person needs a roadmap to reach their goals.

Hello – my name is David Koppe and I partner with my clients to create and adjust that roadmap throughout their lives.

In my practice I am most passionate about connecting with people and utilizing the extensive resources of Edward Jones to help my clients achieve financial prosperity. I have been an avid investor for over a decade and have an undergraduate degree from Simon Fraser University. Investments aside, the greatest and...

Work History

  • Edward JonesNovember 2018 to Current

Education

  • Simon Fraser UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Photography
  • Technology
  • News & Media
  • Art Collecting

Team Members

  • Dan Bazinet
    Branch Office Administrator

Send Me a Message

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Office Information

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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