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David Melone profile image

David Melone

Investment Fund and Insurance Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">INVESTIA Financial Services, Inc. / CustomPlan Financial Advisors, Inc.</span>
Intro Book
David Melone, a seasoned financial expert with 32 years of experience, offers tax-efficient wealth accumulation strategies, estate planning, and financial risk management, leveraging his expertise in English and French.
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Location
Mission, British Columbia, Canada, CA
Languages
  • English -
  • French -
Skills
  • Financial Planning
  • Investments
  • Estate Planning
  • Mutual Funds
  • Financial Risk
  • Show all
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Bio

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David Melone is a seasoned investment and financial expert with 14 years of experience as an Investment Fund and Insurance Advisor at INVESTIA Financial Services, Inc. / CustomPlan Financial Advisors, Inc. He has also been an Independent Certified Financial Planner since 1992, offering comprehensive solutions for tax-advantaged wealth accumulation, retirement income, and estate planning. Prior to his financial career, Melone worked as a geotechnical engineer with several firms, including Exxon Chemical and Imperial Oil, where he oversaw construction projects and ensured compliance with industry standards.

Credentials

  • Certified Financial Planner Designation
    Financial Planners Standards Council
    Jan, 2000
    - Jun, 2026
  • Certificate in Financial Planning
    Canadian Institute of Financial Planning (CIFP)
    Nov, 1998
    - Jun, 2026

Experience

  • INVESTIA Financial Services, Inc. / CustomPlan ...
    • Fraser Valley and Greater Vancouver, BC
    • Investment Fund and Insurance Advisor
      • 2010 - Present
      • Fraser Valley and Greater Vancouver, BC

      Helping individuals, families and business owners implement strategies to accumulate and conserve wealth, integrate personal retirement income with government and company pension benefits, analyse and provide solutions to mitigate financial risks, devise strategies for transferring wealth in a ta...

  • David D. Melone, CFP
    • Independent Certified Financial Planning
      • 1992 - Present

      offering analyses and solutions for tax advantaged wealth accumulation, tax efficient retirement income that is integrated with government and company pensions, capital preservation strategies, financial risk and mitigation, estate transfer and charitable giving, personal income tax preparation a...

  • Various positions as a geotechnical engineer wi...
    • Field, design and installation engineer and equipment operator
      • Sep 1983 - Oct 1992

      based out greater Vancouver, BC offices; drilling exploration and testing assignments in the local market plus extended assignments northern Ontario, Alberta, Alaska (including arctic ice flows), Washington, Oregon, California, Idaho and Utah

  • Exxon Chemical / on loan to Imperial Oil
    • Redwater, AB and Clavet, SK
    • Field construction engineer
      • Jun 1981 - Mar 1983
      • Redwater, AB and Clavet, SK

      Field engineer working with a team of inspectors and engineers to oversee the construction of a green field fertilizer plant and remote shipping terminal. Responsible for monitoring contractor&#39;s progress and performance, redesign of foundations, rail grades, access roads tank insulation and ...

Education

  • 1984 - 1985
    The University of British Columbia
  • 1976 - 1981
    Lehigh University

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