Chief Sales Officer (CSO)

• Jan 2022 - Present

Executive Vice President

• Feb 2016 - Mar 2022

David is a seasoned financial planner and insurance advisor with extensive experience in digital marketing for business growth. David's has helped with business development in various entities in the financial services sector both on the carrier side as well as brokerages. His expertise in the financial services area has resulted in business development strategy creation and implementation for a corporations in a wide range of industries. He has also built custom coaching, training for sales staff as well as professionals. He has lead workshops, training sessions, seminars and webinars in the areas of effective digital marketing strategies, utilizing online and offline marketing to generate leads, cultivating relationships and fostering growth, building and maintaining networks, creating effective daily processes. David has a strong understanding of what businesses and professionals need to succeed and helps to insure the marketing efforts being implemented show a return on investment along with broader exposure. Show less

President - Insurance/Financial Advisor

• Jun 2008 - Present

A seasoned insurance/financal advisor with a vested interest and passion in assisting families, business owners, professionals and corporations in important decision-making processes including but not limited to first homes, businesses and health insurance. Areas of expertise include but are not limited to: Tax Minimization, Risk Management, and Wealth Creation using Insurance and financial products. Knowledge of insurance products include but are not limited to: Life Insurance | Disability Insurance | Critical illness | Group Insurance | Key-Man Insurance | Buy-Sell Insurance | Corporate IRP's | Tax Minimization | TFSA's | Estate Planning | RRSP I RESP and more. Show less

Senior Business Development Consultant

• 2016 - 2017

Business Development Consultant for leading merchant account provider in the payment processing industry. Payment processing is the backbone of every successful internet offer. If you are unable to efficiently accept credit card payments, then you can’t sell your product or service. We will review your current payment processing situation, discuss growth projections, current volume caps, new geographic markets that you might be thinking about expanding to and put together a plan that will help you achieve these goals. Show less

VP Of Business Development

• Jul 2014 - Sep 2015

As the VP of business development I assisted the growth of client's business through onliine/digital marketing and sales/networking techniques. Utilizing my past experiences as a sales director and advisor I was able to develop revolutionary training, services and software that has been created to assist clients to enhance their brand, grow their network, as well as their clientele base. As the VP of business development I assisted the growth of client's business through onliine/digital marketing and sales/networking techniques. Utilizing my past experiences as a sales director and advisor I was able to develop revolutionary training, services and software that has been created to assist clients to enhance their brand, grow their network, as well as their clientele base.

Regional Sales Director

• Nov 2012 - May 2014

Oversee the sale of CPP products throughout Ontario. Which includes creating and implementing marketing campaigns, speaking at conferences and educating advisors about the CPP product line up. In addition to building relationships with all distrubition channels including the major MGA's throughout Ontario and independent financial advisors. Oversee the sale of CPP products throughout Ontario. Which includes creating and implementing marketing campaigns, speaking at conferences and educating advisors about the CPP product line up. In addition to building relationships with all distrubition channels including the major MGA's throughout Ontario and independent financial advisors.

Marketing Specialist for Ontario

• Sep 2010 - Nov 2012

Oversee's the marketing of Hub Financial's Flexsave product in Ontario. Educating advisors on how to structure Health and Welfare Trust/PHSP's. David speaks at various conferences/seminars all over Ontario in a variety of capacity's.

Insurance Advisor

• Sep 2008 - Nov 2012

Specializing in personal and business insurance needs. I work with all the major insurance companies in the market to customize a solution to suit your needs.

Account Manager

• Sep 2005 - Aug 2007