Spoken languages : English
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: