To provide clients trusted financial advice with exceptional service.
With 20 years of financial services experience and a holder of the CFP designation I provide clients with solutions to help them reach and attain their financial goals. A good plan will encompass creating and preserving wealth as well as leaving a legacy according to your wishes. I am committed to providing you with comprehensive financial advice which meet your individual needs.
I help individuals, families, professionals and business owners who seek and value professional advice.
CFP - Financial Planner, Manulife Securities Incorporated Life Insurance Agent, Manulife Securities Insurance Inc
Complimentary & Investment Review
Refer a Friend
Ask a Question
David De Bartolo