David Planner Email & Phone Number
Senior Financial Planner @ Lazar Wealth Succession Stategies Inc
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David Planner Location
- Toronto, ON, CA
David Planner Work
- Senior Financial Planner @ (August 2025 - Present)
- CLU @ (April 2017 - Present)
- Financial Security and Investment Representative @ (April 1991 - Present)
- Senior Financial Planner @ (March 2023 - August 2025)
- Professional Education Program PEP @ (January 2020 - January 2020)
- Advisor @ (January 2005 - January 2018)
- Assisstant coach @ Toronto Aeros (January 2010 - January 2011)
- Board Member @ MDSA (January 2006 - January 2010)
- President @ DAPCO POOLS (January 1988 - January 1992)
David Planner Education
- Ohio University
M.Sc.P.E (Athletic Administration)
1988-1989 - York University
B.A. (Sociology)
1984-1988 - A.Y. Jackson 1980-1981
David Planner Skills
- Annuities
- Critical Illness
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Group Benefits
- Health Insurance
- Insurance
- Insurance Planning
- Investments
- Long Term Care
- Long-term Care
- Mortgage
- Mutual Funds
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
- Retirement Savings
- Risk Management
- Segregated Funds
- Strategic Financial Planning
- Succession Planning
- Wealth
- Wealth Accumulation
- Wealth Management
- Strategic Financial
David Planner Summary
- David Planner, based in Toronto, ON, CA, is currently a Senior Financial Planner at Lazar Wealth Succession Strategies. David Planner brings experience from previous roles at The Institute for Advanced Financial Education, Freedom 55 Financial, Dewdney&Co. and FP Canada. David Planner holds a 1988 - 1989 M.Sc.P.E in Athletic Administration @ Ohio University. With a robust skill set that includes Annuities, Critical Illness, Disability Insurance, Employee Benefits, Estate Planning and more. David Planner has 2 emails and 1 mobile phone numbers on RocketReach.
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