David M. Rubin Email & Phone Number

My experience in the business world and the financial services industry allows me to bring a unique perspective to this role. Expertise across a broad spectrum of disciplines facilitates my work with internal and external partners, all with a focus on helping the firm achieve its strategic goals. Collaborating with the larger executive leadership team on developing, implementing and overseeing a variety of initiatives, I am focused on continuing to build the country's leading insurance advisory organization. One of Canada's leading independent wealth management firms, Richardson Wealth provides strategic wealth advice and innovative investment solutions customized for high net worth and ultra-high net worth families and entrepreneurs. The firm is a core business unit of James Richardson & Son, Limited, which itself has a multi-generational history of success, having thrived in the hands of one family for five generations. Since 2010, Richardson Wealth has garnered top rankings for products and services dedicated to HNW investors in the annual Investment Executive Brokerage Report Card. The firm is also committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Center for Fiduciary Excellence for the Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work™ for the last three years. For further information, please visit our corporate website at www.RichardsonWealth.com

Listed skills include Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, and 16 others.