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David Kohler

Professor of Financial Planning, Scho... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Conestoga College</span>
Intro Book
Seasoned financial planner and educator with 30+ years of experience in strategic financial planning and wealth management.
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Location
Kitchener, Ontario, Canada, CA
Skills
  • Strategic Financial Planning
  • Finance
  • Financial Planning
  • Training
  • Retirement Planning
  • Show all
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Bio

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David Kohler is a seasoned financial professional with 30+ years of experience in strategic financial planning, finance, and wealth management. He has held various roles, including Professor of Financial Planning, Financial Centre Manager, and Expert Witness. David holds multiple certifications, including CFP, CH.F.C., and CLU.

Credentials

  • CFP - Certified Financial Planner - 1996
    Financial Planning Standards Council
  • CH.F.C. - Chartered Financial Consultant - 1995
    The Canadian Institute of CLU and CH.F.C.
  • CLU - Chartered Life Underwriter - 1994
    The Institute for Advanced Financial Education

Experience

  • Conestoga College
    • Kitchener, Ontario, Canada
    • Professor of Financial Planning, School of Business
      • 2010 - Present
      • Kitchener, Ontario, Canada

      Developing, coaching and inspiring the next generation of Financial Planners.

  • DK Consulting
    • Ontario, Canada
    • Expert Witness: Life Insurance and Financial Services
      • Feb 2017 - Present
      • Ontario, Canada

      Providing Expert Witness services pertaining to life insurance or financial services litigation. I have been retained by both plaintiff and defense counsel.

  • University of Waterloo
    • Waterloo, Ontario, Canada
    • Part-Time Instructor, Department of Statistics and Actuarial Science
      • 2010 - Present
      • Waterloo, Ontario, Canada
  • Wilfrid Laurier University
    • Waterloo, Ontario, Canada
    • Part-Time Instructor, School of Business and Economics
      • Jan 1997 - Mar 2019
      • Waterloo, Ontario, Canada
  • Izzio Financial Solutions Inc.
    • Kitchener, Ontario, Canada
    • Chief Financial Officer
      • Oct 2009 - Apr 2013
      • Kitchener, Ontario, Canada
  • Sun Life Financial ( Mutual Life of Canada )
    • Kitchener, Canada Area
    • Financial Advisor
      • Dec 1985 - Jan 2010
      • Kitchener, Canada Area
  • Sun Life Financial
    • Financial Centre Manager
      • Mar 1990 - Apr 2009

      During his time as a manager in the Kitchener, Waterloo and Brampton Financial Centres, David recruited, trained and coached financial advisors.

  • Deloitte
    • Kichener, Ontario
    • Auditor
      • Apr 1982 - Jul 1984
      • Kichener, Ontario

      As part of the external audit team, David assisted in the performance of audit reviews so that an unbiased and independent audit report could be presented.

Education

  • 1984 - 1985
    McMaster University
  • 1985 -
    Boeki Kenshu Center, Fujinomiya, Japan
  • 1978 - 1982
    Wilfrid Laurier University
  • 1973 - 1978
    Dunnville Secondary School

Suggested Services

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Industry Focus. “Higher Education”

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