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Professional Experience
BIO: David has worked as an advisor within the financial services industry for 30+ years, with in-depth experience in investment management, insurance and comprehensive financial planning. As a Certified Financial Planner, David’s passion was grounded in assisting people to align their core values with their financial objectives so that they might live a life reflective of their highest ideals. That involved not only David’s technical expertise, but it also called on his skill in guiding clients to be intimately aware of their own “financial personalities”. Now he has expanded his professional offering as a REALTOR, bringing the full force of his training to help execute one of life’s most important financial decisions. EDUCATION/ CREDENTIALS/ DESIGNATIONS: David graduated with a degree from The University of Windsor, majoring in Political Science and Economics. He holds his Certified Financial Planner (CFP) designation from Financial Planners Standards Council). He is licensed as a Life Insurance Advisor by the Financial Services Regulatory Agency of Ontario. David is also a Chartered Life Underwriter (CLU) under the auspices of The Institute for Advanced Financial Education and Advocis (Financial Advisors Association of Canada). David is licenced as a Realtor with the Ontario Real Estate Association, (OREA) and the Canadian Real Estate Association (CREA) and the is a member of the Windsor Essex County Association of Realtors. INTERESTS: Beyond his work, David enjoys jiu-jitsu, has a love/hate relationship with the gym, and thinking on his Harley Davidson Road King.
Spoken Languages
English / Anglais
Areas Serviced
Windsor
Areas of Expertise
Mortgage Financing
Designations
B.A., CFP® - Certified Financial Planner®, CLU® - Chartered Life Underwriter
My Listings
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