David brings over 20 years of experience as a Trust and Estate Planner to Anwar Husain and Associates. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with clients of BMO Wealth Management in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.