Dave Pettenuzzo

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Financial Planner and Insurance Specialist

B.Comm., CFP, CLU, CH.FC, RHU

Spoken languages : English

Dave is an Estate and Insurance Planning Specialist with NBF Financial Services.   Dave is a proud member of the Murray Wealth Management Group and is here to assist as needed to help provide solid insurance based solutions.

Dave is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter.    He has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Some of Dave’s focus areas include:

  • Estate Planning including Estate Bonds and Insured Annuities
  • Individual and Corporate Tax Shelters using Insurance
  • Guaranteed Permanent Insurance Solutions
  • Annuities – prescribed, non-registered and registered
  • Income For Life Strategies
  • Using Segregated funds to provide Estate Planning
  • Family Wealth Transfer Plans
  • Living Benefits – Disability, Critical Illness and Long Term Care Insurance
  • Group Benefit Plans

Please contact Brendan at (604-541-6531) to setup an appointment with Dave.