Dave Pettenuzzo


Financial Planner and Insurance Specialist


Spoken languages : English

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. 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