Dave Pettenuzzo

equipe

Estate & Insurance Planning Specialist

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

Spoken languages : English

The Bromley Wealth Management Team

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

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance.  He is a proud member of the Bromley Wealth Management Team, 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 including Cascading Plans
  • Living Benefits - Disability, Critical Illness and Long Term Care Insurance
  • Group Benefit Plans