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David Planner Location
Toronto, ON, CA
David Planner Work
2025 -now Senior Financial Planner @
2017 -now CLU @
1991 -now Financial Security and Investment Representative @
2023 -2025 Senior Financial Planner @
2020 -2020 Professional Education Program PEP @
2005 -2018 Advisor @
2010 -2011 Assisstant coach @ Toronto Aeros
2006 -2010 Board Member @ MDSA
1988 -1992 President @ DAPCO POOLS
David Planner Education
Ohio University
M.Sc.P.E (2 time Canadian University Hockey Champion and 4 Time Ontario Champion)
1988-1989
York University
B.A. (Sociology)
1984-1988
A.Y. Jackson 1980-1981
David Planner Skills
Estate Planning
Financial Advisory
Financial Planners
Retirement Savings
Pensions
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Annuities
Portfolio Management
Critical Illness
Investments
Group Benefits
Segregated Funds
Wealth Management
Mutual Funds
Strategic Financial Planning
Wealth Accumulation
Long Term Care
Disability Insurance
Wealth
Succession Planning
Insurance Planning
Strategic Financial
Mortgage
Health Insurance
Retirement
Employee Benefits
Risk Management
Financial Services
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 2 time Canadian University Hockey Champion and 4 Time Ontario Champion @ Ohio University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Retirement Savings, Pensions and more. David Planner has 2 emails and 1 mobile phone numbers on RocketReach.
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