Your Trusted Insurance & Investment Partner in Mississauga
With nearly 35 years of industry experience, I help individuals, families, and business owners protect their present and secure their future. My clients value my straightforward advice, the wide range of solutions I offer, access to my professional network, and my commitment to service.
Services
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Life & Health Protection: Life, Critical Illness, Disability, Health and Dental, Homecare Insurance and Travel/Visitor/Supervisa Insurance
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Investment Solutions: RRSPs, TFSAs, RESPs, FHSAs, RRIFs, Segregated Funds, RIAs, Guaranteed Investment Accounts and Annuities
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Auto, Home & Business Coverage (via in-house referral partners)
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Mortgages (via in-house referral partners)
Client Testimonials
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“David has helped my wife and me with insurance, investing, and planning for our child’s RESP. He has deep knowledge and genuinely cares about his clients.” — B.M.
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“David has been my financial advisor for 25 years. I trust him completely. He explains everything clearly and always puts my family’s needs first.” — P.L.
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“David is thorough, caring, and professional. He never rushes and always takes time to explain. I highly recommend him.” — S.W.