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Ep 1: Meet Your Host, David Vallieres



Welcome to the inaugural episode of Your Financial Plan-It Podcast! 

In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more. 

In this episode, you will learn:

  • About Synergy’s mandate when helping families and businesses  
  • Who David Vallieres is: his leadership role, financial career, hockey, and family 
  • David’s best recommendation for clients, family, and friends
  • And more!

Tune in now to the first official episode of Your Financial Plan-It Podcast!

Resources:  David VallieresSynergy Capital Solutions