Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter,Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.
Dave has successfully been assisting NBF Investment Advisors and their clients with their Insurance and Estate Planning needs since the Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.
Disclaimer: Ancillary services such as lending and risk planning are provided by affiliated companies such as National Bank of Canada and National Bank Insurance Firm Inc. These products are not protected by the Canadian Investor Protection Fund [CIPF].