Experience

David Sklar & Associates

• Canada
• Financial Services
• 1 - 100 Employee

• Qualifed Insolvency Counsellor & Estate Administrator

  • Feb 2011 - Present

  With over 25 plus years in the financial industry, I provide not only knowledge and experience with the financial stress that is associated with dealing with debt. I offer my clients real solutions that will enable them to build a brighter financial future for themselves and their families. “There is no better satisfaction than knowing i have helped another person realize their goals”. With over 25 plus years in the financial industry, I provide not only knowledge and experience with the financial stress that is associated with dealing with debt. I offer my clients real solutions that will enable them to build a brighter financial future for themselves and their families. “There is no better satisfaction than knowing i have helped another person realize their goals”.



DAVID SKLAR & ASSOCIATES INC.

• Qualified Insolvency Counsellor & Estate Administrator

  • Feb 2011 - Present

  *Consult with potential clients to determine their financial status. *Review personal and financial situation to work out a solid financial plan. *Complete counseling sessions to see they are much better financially and personally. *Meet and exceed monthly targets. *Complete data entry for the client data base on Ascend. *Work closely with different referral resources to bring in new clients. *Consult with potential clients to determine their financial status. *Review personal and financial situation to work out a solid financial plan. *Complete counseling sessions to see they are much better financially and personally. *Meet and exceed monthly targets. *Complete data entry for the client data base on Ascend. *Work closely with different referral resources to bring in new clients.