Proud to have been born and raised in this community  and getting his first job at the local supermarket at the age of 15 David quickly learned the value of savings.  These early lessons of working and saving lead David to a career in financial services.  With over 20 years of experience in the financial industry and having earned the Certified Financial Planner designation, David is able to provide trusted financial advice to his clients.  Services provided include and are not limited to; savings for retirement, generating income during retirement,  tax  efficient investment strategies, financial protection planning, planning for children’s education and planning for the efficient transfer of wealth to the next generation.   As an Insurance Representative David can also provide the following;  Life, Disability, Critical Illness, Health & Dental Benefits and Travel Insurance.

 

David and his wife Izabela have one child and live in Bradford.  David is also involved with a local community service organization volunteering his time to help with various community projects.

 

If you would like a complimentary financial consultation or have any questions regarding any aspect of your financial affairs contact David to book an appointment.

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Categories: Financial ManagementFinancingInvestmentRetirement Planning


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