David Andreoli

David Andreoli 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," which is recognized as "The Premier Association of Financial Professionals in the World."
 
In addition to David’s many years of experience and knowledge, he acquired his Chartered Life Underwriter (CLU) designation in 2017 and his Advanced Certificate in 3H Financial Planning™ from FP Canada in 2020. 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 basic to comprehensive financial planning solutions that his clients are looking for.
 
Superior client service is the foundation of David’s business. He consistently puts the needs of his clients' families 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 based on a Common Sense approach to planning. He takes great pride in helping his clients design sound financial plans so that they may have the peace of mind of knowing that their financial security is in a better place.