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David Andrews B Comm Clu Cfp profile image

David Andrews B Comm Clu Cfp

President-Life Insurance Advisor at Focused WealthCare Services Inc.
Intro Book
David Andrews B Comm Clu Cfp, a seasoned financial professional with 33 years of experience, holds a B Comm degree from Carleton University, and is proficient in languages, skills, and investments.
  • Claim this Profile
Location
Thunder Bay, Ontario, Canada, CA
Skills
  • Mutual Funds
  • Estate Planning
  • Retirement
  • Securities
  • Portfolio Management
  • Show all
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Bio

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Credentials

  • CLU Chartered Life Underwriter
    Advocis
    Jan, 1983
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER®
    FP Canada
    Sep, 1996
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER®
    FP Canada
    Sep, 1996
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER®
    Financial Planning Standards Council (FPSC)
    Oct, 1996
    - Jun, 2026
  • TEP Trust and Estate Practioner
    STEP - Society of Trust & Estate Practitioners
    Jan, 1998
    - Jun, 2026

Experience

  • Focused WealthCare Services Inc.
    • Thunder Bay, ON
    • President-Life Insurance Advisor
      • Jun 1991 - Present
      • Thunder Bay, ON

      Independent Life Insurance Advisory

  • Manulife Securities Incorporated
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Advisor
      • Jul 1993 - Feb 2024

    • Branch Manager & Advisor
      • Jul 1994 - Jul 2000

  • Armstrong & Quaille
    • Thunder Bay
    • Branch Manager & Advisor
      • Jul 1993 - Jun 1994
      • Thunder Bay
  • Regal Capital Planners
    • Thunder Bay
    • Branch Manager & Advisor
      • Sep 1989 - Jun 1993
      • Thunder Bay
  • DOMINION LIFE LIMITED
    • Thunder Bay Ontario
    • Life Underwriter
      • Apr 1983 - May 1984
      • Thunder Bay Ontario
  • Confederation College
    • Thunder Bay ON
    • Coordinator General Business and Teaching Master
      • Sep 1981 - Apr 1983
      • Thunder Bay ON

      As a business generalist, I taught Accounting, Advertising and Sales Promotion, Business Math, Statistics, Marketing for Performing Arts, Recreational Leadership, Aviation and Business students. As Coordinator of general Business I was responsible for assisting all 1st semester students as they a...

  • Shoprite Catalogue Sales (Division of Hudsons Bay)
    • Thunder Bay ON
    • Store Manager
      • Sep 1979 - Sep 1981
      • Thunder Bay ON
  • Zellers
    • Ottawa, Montreal (3) , Kingston, Edmonton, Winn...
    • Store Manager
      • Apr 1970 - Sep 1979
      • Ottawa, Montreal (3) , Kingston, Edmonton, Winn...

      I held successive management positions in 8 different stores in in 4 different provinces.

Education

  • 1966 - 1970
    Carleton University
  • 1961 - 1965
    Central High Scool London England

Suggested Services

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Industry Focus. “Financial Services”

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