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Estate & Insurance Advisor, Vice-President
David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire. David will bring these ideas to life with customized recommendations tailored to your goals.
Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles. During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.