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Jordan Winter
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Stephanie Winter

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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David M. Rubin

Estate and Insurance Advisor, Bmo Nesbitt Burns Financial Services Inc

Tel: (905) 897-5023

Fax 

E-mail: DavidM.Rubin@nbpcd.com

David joined a top Canadian Insurance company in 1997 as an insurance advisor, and over the next number of years performed a number of varied management roles as Insurance Specialist and Regional Manager. Prior to joining BMO Nesbitt Burns, David was 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. Tax mitigation, estate maximization, planned giving, and income enhancement are all areas where these solutions can assist clients in achieving their financial objectives.
As a CERTIFIED FINANCIAL PLANNER® professional 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 many advisors.