David Andreoli, B.A., M.Sc.P.E., CLU

About

David has distinguished himself as a top advisor in the Financial Services industry since 1991 by being a qualifying and Life Member of the prestigious "Million Dollar Round Table- MDRT" recognized as "The Premier Association of Financial Professionals in the World".

In addition to David’s many years of experience and knowledge, he also acquired his Chartered Life Underwriter (CLU) designation in 2017 and his Advanced Certificate in 3H Financial Planning™ from FP Canada in 2020 (full filling the complete Educational requirements in order to sit for the CFP final Exam). The CLU designation is Canada’s premier wealth transfer and estate planning designation and the Advanced Certificate in 3H Financial Planning assists David in helping his clients build those comprehensive financial solutions they are looking for .

At the foundation of David’s business are his clients and their families needs first. David helps his clients define their relationship with “Life and Money” by creating a meaningful and “Strategic Plan” consisting of Risk Management, Wealth Creation, Wealth Preservation and Inter-Generational Wealth Transfer. David describes himself as a “Financial Architect” Strategically helping his clients make the informed decisions they need to make for their families and their businesses. He takes Great pride in helping his clients design sound financial plans so that that may have the peace of mind knowing that their financial security is in a better place than without him.

David’s practice is based on a Common Sense Planning Approach with an Effective 6 Step Process that can help handle both the Simple and Comprehensive Planning Solutions:

"Simple and Effective 6 Step Process:
1) ""Establishing a client-planner engagement"" 2) ""Identification Process"", gathering and listening to clients, identifying their overall needs, goals and expectations of a plan and the planner so that their plan advisor ""David"" can look after the various areas of his clients ""Risk Management as it relates to his clients Insurances, Mortgage and Investments""
3) ""Identifying and Evaluating Risks"" Clarifying clients current situation
4) ""Collaboratively Developing and Designing the appropriate Strategy(s)"" that meet the clients needs and goals. 5) ""Implementation"" of the Plan and or Strategy and
6) Continual Review and ""Monitoring"" the Plan/Strategy for its ongoing success"

"Comprehensive Solutions:
• Allow family members to have stability after a death, disability or critical illness.
• Help you enjoy a comfortable retirement –and actually know what your money is doing.
• Help you identify tax effective solutions for your money in retirement or while accumulating your money.
• Help to ensure you do not “outlive” your money.
• Ensure you leave your finances to your family in the most tax effective manner possible.
• Business planning, succession planning and other benefits for your business or partnership.
• Providing or working with your Strategic Partners and Alliances such as - CAs, Tax and Estate Professionals and Lawyers and CFAs"


"David’s life outside the office":
David enjoys spending time with his sons Carson, Braeden and Marek. David’s special interests include wine making, playing hockey and volunteering his time at not for profit events."

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