Building strong relationships through trust and understanding is a key focus for David in both his personal and professional life. Professionally, David has a holistic approach to financial planning. With a strong belief that the choices you make today have a profound effect on your life and family tomorrow, David takes into account every aspect of your life which is financially beneficial for you.
Since joining the team in May 2009, he has made his mark with his specialized skills in individual insurance, group insurance, and financial planning. This comprehensive offering allows him to be of great value to both families and business owners. He has completed his FPSC Level 1 designation and is also in the final stage of completing his CFP. Above all, David is most passionate about connecting with his clients. This connection allows him to gain a true understanding of his client’s dreams and goals.
Helping his clients achieve these goals is most fulfilling to him. In his personal life, David is involved in many charitable positions and is currently serving as the co-chair in the Do For Love events and has been involved for nearly 2 decades. He believes strongly in living a life of service, committed to family, friends and community. This helps to refine his perspective and strengthen his skills as an advisor.
He is most interested in working with like-minded clients who share similar values of integrity, wholeness and abundance. Due to David’s high level approach, he works with clients who are interested in the full value of financial planning. In return, David is pleased to offer the total client experience that Investment Planning Counsel is committed to delivering.
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Insurance products offered through Straight Line Financial Services Inc.