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David Spector profile image

David Spector

President at David Spector Financial Group
Intro Book
Seasoned financial leader with wealth management expertise.
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Location
Markham, Ontario, Canada, CA
Languages
  • French -
Skills
  • Wealth Management
  • Sales
  • Life Insurance
  • Retirement Planning
  • Leadership
  • Show all
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Bio

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David Spector is a seasoned financial professional with extensive experience in wealth management, sales, and leadership. He has held various positions, including Director of Wealth Management and Vice President of Sales, and has provided training and strategies to educate financial advisors. He holds a Bachelor of Science degree from Acadia University and a Life Insurance License.

Credentials

  • Life Insurance License
    -

Experience

  • David Spector Financial Group
    • 132 Baywood court, Thornhill, ON, L3T 5W3
    • President
      • Feb 2016 - Present
      • 132 Baywood court, Thornhill, ON, L3T 5W3

      Educating Financial Advisors and coming up with strategies to motivate increased sales in Segregated Funds and GMWB products by providing webinars, conference calls,GMWB and SEG funds qualification courses, seminars and through the Partnership program that helps Advisors to effectively sell and close deals with their clients.

  • Qualified Finacial Services
    • 3625 Dufferin street, Toronto, ON
    • Director of Wealth Management
      • 2009 - Feb 2016
      • 3625 Dufferin street, Toronto, ON

      Educating Financial Advisors and coming up with strategies to motivate increased sales in Segregated Funds and GMWB products by providing webinars, conference calls,GMWB and SEG funds certification courses, seminars and through the Partnership program that helps Advisors to effectively sell and close deals with their clients.

  • Simon L. Jackson Insurance Broker LTD.
    • Director Of Wealth Management
      • 2006 - 2009

      Worked at Simon Jackson as the Director of their Wealth Management division. The first position of its kind in Canada

  • Manulife Financial
    • Vice President of Sales
      • 1997 - 2002

  • Jim O'Donnell Mutual Funds Company
    • Director of Segregated Funds
      • 1993 - 1997

  • CIBC Insurance
    • Life Insurance Co-odinator
      • 1987 - 1993

  • State Farm
    • Director
      • 1984 - 1987

      Helping with the increase in Sales Revenue for the company.

Education

  • 1979 - 1984
    Acadia University
    Bachelor of Science (BSc), Business/Commerce, General

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