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David entered financial services with London Life Insurance Company in August 1989 as a financial planner. In 2004, he founded True North Wealth and Estate Management Ltd. which continues to represent Freedom 55 Financial, a division London Life. Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, David can offer a broad range of financial products from other financial institutions.

David’s earlier experiences in the hospitality industry serve as a foundation for his work as a certified financial planner. Customer service, attention to detail, and reliability are the hallmarks of his current popularity with his clients. He is capably supported by Sue Gobien, his customer service manager. When specialized expertise in a specific area is required, through Freedom 55 Financial, David has access to a team of experts, including retirement and investment services managers, life product managers, tax and estate planning consultants and private wealth counselors. With the help of his team, David endeavours to build long-term relationships with his clients and their families.

David is passionate about helping his clients build their wealth while planning for major risks along the way. He also endeavours to help them pass their wealth to successive generations in the most effective manner possible. His focus is upwardly mobile families, owners of small to medium-sized businesses, and professionals. David is excited about his future plans to use technology to more robustly deliver excellent client service and communications.

David is happily married to Lynnette and they are proud parents of three very busy kids. Away from the office, he enjoys following his kids all over the province with hockey, basketball and lacrosse. When he gets the chance, he enjoys time at the cottage and on the ski hill. David enjoys the occasional pint of bitter or glass of red wine around the barbeque.

David helps clients consolidate family assets into one comprehensive financial plan, helping them achieve greater leverage on their wealth creation, and achieve their financial dreams on time, while helping protect them from unforeseen risk along the way.