“Helping clients protect their family’s financial future and put in place plans to help achieve their financial goals has given me a great deal of personal satisfaction. Recently, after putting in place a family protection program and a complete plan to help achieve their retirement goals, one client told me that they had been worrying about the ‘what ifs’ for a long time and now they can stop that worrying. That confirmed to me why I am in this business and enjoy what I do.”
David was born and raised in a small town in southwestern Ontario. He attended the University of Western Ontario where he obtained his Honours degree in Business Administration and his Law degree. He practiced commercial, real estate and estate law before joining the corporate legal division of a Canadian multi-national company. From there he moved into managing manufacturing businesses in the packaging and materials sectors in Canada and the United States. Since starting his financial services career, he has earned his Registered Health Underwriter (RHU) designation.
David and his wife, Gina, live in Brookville, Ontario and are the proud parents of four children and four grandchildren. He and Gina enjoy travel, gardening, golf and motorcycling.