Associate Portfolio Manager
429 Elizabeth Street
2536 Third Line
Tel: (905) 897-5023
David joined London Life in 1997 as an insurance advisor, and over the next number of years performed a number of varied management roles. He became an Insurance Specialist in Toronto, in 2002, and subsequently was appointed Regional Manager for the Mississauga branch in 2005. Prior to joining BMO Nesbitt Burns, David’s was most recently an Advanced Case Consultant for the GTA, focused primarily on the High Net Worth market.
David continues to develop industry-leading tools and materials that help demonstrate the value of insurance-based solutions for clients and their other professional advisors.
As a CERTIFIED FINANCIAL PLANNER practitioner and member of the Society of Trust & Estate Practitioners, David’s technical expertise and his ability to communicate what is often confusing material in an effective manner has made him a valuable business partner for our team.