Solving problems isn't simply what Joe does – it's who he is. Joe has a talent for tackling complex problems with simple solutions. He’s honed this unique skill over a 25-year career in financial services. London Life recruited Joe directly from St Francis Xavier University in 1996, where he completed a degree in Business & Computer Science. As the past president of GAMA Canada, Joe is a leader in financial services and has hired, trained, and coached a great many financial advisors. As a Certified Financial Planner, Joe’s imaginative creativity and analytical mind power his ability to develop unique retirement and estate plans customized to your specific situation. This love of problem-solving combined with an affinity for numbers drives his natural talent to understand and guide you to achieving your goals. A resident of Etobicoke with his wife Amy, and children Hannah and Sam, Joe has a passion for anything sports-related. Since his playing days are over, he enjoys coaching the kids.
After almost 10 years in hospitality, David decided to apply his skills to financial services becoming a financial security advisor in 1993.
David believes in providing consultative advice and creative solutions to his clients. Education, goal-setting, and financial planning are cornerstones of David’s process. Time spent in the hospitality industry has honed his client-centric approach to listen, understand and support his clients.
Dave enjoys his time outdoors and a good glass of red wine.