David Feldberg

David Feldberg entered the financial services industry in 1991 after graduating from Carleton University with a Bachelor of Arts in Economics and History. He began his career in financial planning with Laurentian Financial Services, earning his Certified Financial Planner (CFP) designation in 1999 and Chartered Life Underwriter (CLU) designation in 2001.

As Managing Director, David works closely with approximately 250 families and small businesses, focusing on retirement and estate planning. He specializes in the unique needs of self-employed individuals, professionals, and retirees, providing holistic financial and lifestyle planning advice.

David works exclusively with clients who have been personally referred to him.

Licensing & Professional Affiliations:

• Mutual funds licensed in Ontario, Quebec, Alberta, and British Columbia
• Life, accident, and sickness insurance licensed in Ontario
• Certified FInancial Planner (CFP®)
• Chartered Life Underwriter® (CLU®)
• Member of Advocis (The Financial Advisors Association of Canada) since 1992