Spoken languages : English
David has over 40 years of Banking and Insurance experience.Specializing in Advanced Estate Planning, Business Succession and PersonalLines of Insurance coverage has permitted him to assist a wide variety ofindividuals. He works primarily with Executives, Professionals and BusinessOwners, providing succession, conservation and other protection strategies.
David started his career with Scotiabank, holding seniorpositions both nationally and internationally before joining Confederation Lifeas an agent in 1981. He achieved the Top Rookie Award (Canada), Top SalesManager (Canada) and Top Regional Manager (Canada) before leaving to set up hisown Managing General Agency. His Agency, Wealth Insurance Group Inc., has beena Partner of National Bank Insurance Firm (and its predecessor) for the past 16years.
Over the years, his methodical and detailed approach inuncovering exactly what the client wishes to happen to their estate, has led tomany successful action plans and satisfied clients.