Focused Wealthcare | Services

Work Experience: David has over 25 years of experience in the Insurance and Financial Services Industry. Prior to joining the he taught multi-discipline Business Courses at Confederation College where he was Coordinator of the General Business Program. In addition to his early work experience in the banking and trust industry, David worked as a retail store manager in 9 stores and 4 provinces with a national department store chain. David served as a Branch Manager in the Mutual Fund industry for 18 years, working actively with other advisors to increase their knowledge in the insurance industry, David has since moved from the MFDA (mutual funds only) to IIROC (the Investment Industry Regulatory Organization of Canada)

Education: David holds a Bachelor of Commerce degree from Carlton University in Ottawa. He is a Certified Financial Planner, (CFP) having obtained his CFP in 1988 and a Chartered Life Underwriter (CLU) demonstrating proficiency in advanced estate planning. David also holds his Trust and Estate Practitioner (TEP) designation. David has made contributions to higher education teaching financial planning topics and has sat on the Financial Planning Program Advisory Board at Confederation College.

Professional Memberships: David is a current member of Advocis, a Financial Services Education and Advocate, Thunder Bay Estate Planning Institute, The Society of Trust and Estate Practitioners-Toronto and The Financial Planning Standards Council of Canada

Community Involvement: David currently serves as a founding member, on the Board of Directors for The Clothing Assistance Mission, (a Registered Charity) and sits on the Gift Planning Committee for the Northern Cancer Research Foundation. David is a Past President of Thunder Bay Estate Planning Institute and served as a founding member of the Board of Directors of The Underground Gym, (a Registered Charity). He is also Past President of North-End Minor Hockey, Grandview Recreational Hockey and a former Associate Director for the Thunder Bay Flyers Junior A Hockey Team when they participated in the USHL.

Family David and Nancy have 5 children with 8 grandchildren

David is a Senior Financial Advisor with Manulife Securities Incorporated and the Senior Financial Planner at Focused WealthCare

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