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
- 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 (Athletic Administration)
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 Athletic Administration @ Ohio University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Retirement Savings, Pensions and more. David Planner has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Lazar Wealth Succession Stategies Inc Employees
David Planner
Senior Financial Planner
Toronto, ON, CA
Tristan Murray
Financial Security Advisor
Toronto, ON, CA
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