David Epc Email & Phone Number
Business Development Manager | Senior Insurance and Investment Advisor @ VFG Financial Group
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David Epc Location
- Mississauga, ON, CA
David Epc Work
- 2021 -now Business Development Manager | Senior Insurance and Investment Advisor @
- 1990 -now Insurance and Financial Security Advisor @
- 2009 -2021 Mutual Fund Representative @ Canfin Magellan Investments Inc.
- 1999 -2021 Past President and Board Member @
- 2010 -2011 President @ Rotary Club of North Scarborough
- 2008 -2014 Mortgage Agent @ Crescent Mortgage Corp.
- 2015 -2016 Member @ CGIB
- 2007 -2008 Consultant @ Seda Financial
- 1998 -2005 Financial Advisor @
- 1990 -1998 Financial Advisor @ Laurentian Financial Services
David Epc Education
- University of Buckingham 1984-1986
- Saint Mary's College, Trinidad 1970-1977
David Epc Skills
- Estate Planning
- Financial Advisory
- Commercial Mortgages
- Financial Planners
- Debt Consolidation
- Fixed Annuities
- Pensions
- Insurance
- Certified Mortgage Planning
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Mortgage Marketing
- Critical Illness
- Investments
- Group Insurance
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Segregated Funds
- Wealth Management
- Life Insurance
- Mutual Funds
- Universal Life
- Multi Generational Wealth Transfer
- Whole Life
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Small Group Insurance And Savings
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Key Person Insurance
- Long Term Care
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Small Business
- Term Life Insurance
- Health Insurance
- Funding
- Retirement
- Employee Benefits
- Securities
- Mortgage Planning
- Residential Mortgages
David Epc Summary
- David Epc, based in Mississauga, ON, CA, is currently a Business Development Manager | Senior Insurance and Investment Advisor at VFG Financial Group. David Epc brings experience from previous roles at David Seemungal, Canfin Magellan Investments Inc. and Rotary Club of North Scarborough. David Epc holds a 1984 - 1986 University of Buckingham. With a robust skill set that includes Estate Planning, Financial Advisory, Commercial Mortgages, Financial Planners, Debt Consolidation and more. David Epc has 4 emails and 1 mobile phone numbers on RocketReach.
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