About Us

"Working with our corporate lawyers, David provided insight and a much more in depth explanation of certain provisions in our shareholder agreement. My business partner and I really enjoyed working with David and believe he would be a great advisor for those needing help in these areas."

"Having insurance is important to me, and even more so since having my son.  I am very grateful that you took me on as a client, stayed with me during the process and got me the outcome you did.  You worked with me during the hardest period of my life and I am grateful!"

"David is a complete professional. We feel very fortunate that David has maintained a valued relationship with us. His professional, ethical and caring demeanour elicits trust and respect and it is an easy decision to recommend David to family and friends."

"I have the utmost confidence that David has taken the time and care to ensure that my family’s best interest is taken care of.  He seems to do all the work behind the scenes so I don’t have to, which is a huge load off for me.  If you’re looking for someone with integrity, I would highly recommend him."

"It is an absolute pleasure to work with David. He provides clarity and answers questions in a straight forward and easy to understand fashion. David’s professionalism, wealth of knowledge, and commitment to client satisfaction make him an essential asset in our business."

"Serving the needs of ultra high net worth families requires a special level of trust, professionalism and diligence.  David embodies these characteristics.  He has been terrific to work with and we appreciate the level of consistent care and communication that he has shown us and our most valued clients."

"David’s professional service is a great asset to our service. His ability to integrate insurance into personal and corporate Wealth Plans is top-of-class. David helps clients navigate the issues and understand the benefits to their Plan. Do not hesitate to work with David!"

"He is knowledgeable, thorough, and really keeps client needs at the heart of this recommendations.  David is highly professional, very responsive, and always looking to further strengthen his understanding of tax and related issues that impact his clients.  He is a pleasure to work with."

"He is thorough and professional in his work, and I feel he always has my clients’ best interests in mind. They have been happy with their experience working with David and his team and the results they receive. I would strongly recommend David as an insurance specialist and a trustworthy partner."

"David's kindness and business acumen has taken a heavy weight off my shoulders. My family feels very fortunate that he is in our lives. I highly recommend him."

"David speaks to every issue with a depth of knowledge beyond his years and a level of professionalism rarely seen in this day and age. We have put our full confidence in him and have been impressed on every level."

"I have worked with David on a professional level to assist clients and as well personally for my own family's financial planning. David is professional and knowledgeable about insurance and its interaction with tax, estate planning, and financial issues.  I appreciate David's critical thinking and care in everything that he does. I would trust him to advise my clients, family and friends."

"David's passion for his work and commitment to client satisfaction is unquestionable. He's been great to work with and always keeps us updated in a timely manner on all our affairs.  Highly recommended."