David has been with Scotia Wealth Management since 2010. He is based out of the Winnipeg office and has several years of insurance industry experience. He holds a Bachelor of Arts Degree from the University of Manitoba and is life licensed.
He has extensive experience in personal and corporate estate planning. David provides specific tax planning solutions using insurance to further clients’ goals for wealth creation and preservation, income creation and replacement, tax minimization, business coverage, succession planning and charitable giving.