FSCO Lic. M13000835
With 20+ years experience in financial services, David has built strong client relationships providing solid financial advice and guidance, governed by strong personal principles, and a passion for customer service excellence. Most recently, David managed a local Estate & Trust Office for a major chartered bank, and is an experienced banker, planner and mortgage lender. He has also earned the “AMP” (Accredited Mortgage Professional) designation, and is a Certified Financial Planner. David is active in the community as an Executive Member of the Kingston Estate Planning Council, and is treasurer of his church.
David and his family have established deep roots in Kingston and area, and he looks forward to meeting with you to discuss all your financing needs.