See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

David Schwarz. Pfa, Chs. profile image

David Schwarz. Pfa, Chs.

Insurance Financial Advisor at Levine Financial Group
Intro Book
David Schwarz is a seasoned financial expert with 12 years of experience, holding key roles as COO and Founder/CEO, and possessing a strong educational background in Political Science and BA, with expertise in insurance, wealth management, and operations management.
  • Claim this Profile
Location
Toronto, Ontario, Canada, CA
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
David Schwarz is a seasoned professional with extensive experience in the financial industry. He has been working as an Insurance Financial Advisor at Levine Financial Group in Toronto, Ontario, Canada, since October 2023. Prior to joining Levine Financial Group, Schwarz founded and managed Schwarz Wealth Management from 2021 to present, where he provided tailored financial guidance to clients and prioritized client-focused excellence. He also held the position of COO at Ingot Metal Company Limited from July 2010 to February 2023, overseeing operations and championing the production of high-quality ingots. Schwarz holds a Bachelor of Arts degree in Political Science from Western University, which he completed in 2010. He is fluent in both Pfa and Chs languages and has developed a strong proficiency in multiple skills, including financial planning, customer service, and leadership.

Credentials

  • Advanced Certificate in 3H Financial Planning
    FP Canada
    Mar, 2024
    - Apr, 2026
  • Certified Health Insurance Specialist (CHS)
    The Institute for Advanced Financial Education
    May, 2023
    - Apr, 2026
  • Professional Financial Advisor (PFA)
    The Institute for Advanced Financial Education
    Nov, 2022
    - Apr, 2026

Experience

  • Levine Financial Group
    • Toronto, Ontario, Canada
    • Insurance Financial Advisor
      • Oct 2023 - Present
      • Toronto, Ontario, Canada

  • Schwarz Wealth Management
    • North York, Ontario, Canada
    • Founder | Ceo
      • Jan 2021 - Present
      • North York, Ontario, Canada

      - Founded Schwarz Wealth Management in 2021, specializing in tailored financial guidance for Canadians.- Crafts personalized financial strategies to help clients achieve their unique financial goals.- Prioritizes client-focused excellence, fostering trusting and long-lasting relationships.- Independent advisor with access to the entire marketplace, ensuring unbiased financial advice.- A designated professional advisor with a commitment to providing expert financial consultation.

  • Ingot Metal Company Limited
    • COO
      • Jul 2010 - Feb 2023

      - Oversaw operations at a leading manufacturer of brass and bronze ingots.- Championed the production of the highest quality ingots, ensuring adherence to industry-leading standards.- Prioritized and delivered exceptional customer service, reflecting the company's core values and passion.

Education

  • 2006 - 2010
    Western University
    Bachelor of Arts - BA
  • Western University
    Bachelor of Arts - BA, Political Science Major

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles