Associate Advisor
CurrentI specializes in providing cost effective group benefit plans for businesses, as well as creative insurance and investment solutions for business owners, individuals & families.
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
David Webster is listed as Associate Advisor at Webster Financial at Webster Financial, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for David Webster.
David Webster previously worked as Associate Advisor at Webster Financial and Associate Advisor at Webster Benefit Consultants. David Webster holds Bachelor'S Degree, Business Administration And Management, General from University Of Guelph.
This section adds company-level context without repeating David Webster's masked contact details.
Review company-level records connected to David Webster before choosing the right outreach path.
I have a passion for client care and customer retention. In my various roles throughout my career, building long lasting relationships has been my biggest asset. I have had 14 years of sales experiences which has led me to a role in my family's insurance and investment practice.I specialize in providing cost effective group benefit plans for businesses, as well as creative insurance and investment solutions for business owners, medical professionals, individuals and families.SPECIALTIES:1) Tax-Advantaged Wealth Accumulation and Preservation2) Income Replacement & Asset Protection Strategies3) Tax Efficient Retirement Income4) Shareholder Funding for Buy-Sell Agreements & Key Person Needs5) Employee Benefit ProgramsThe above strategies are implemented using a combination of these financial vehicles:1. LIFE INSURANCE2. LIVING BENEFITS- Disability Insurance, Critical Illness Insurance, Long Term Care Insurance3. GROUP & EXECUTIVE BENEFITS
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Hamilton, Ontario, Canada
I specializes in providing cost effective group benefit plans for businesses, as well as creative insurance and investment solutions for business owners, individuals & families.
Toronto, Canada
Dave specializes in providing cost effective group benefit plans for businesses, as well as creative insurance and investment solutions for business owners, individuals & families.
Burlington, Ontario, Canada
- Owning and hitting/exceeding annual sales targets within assigned territory and accounts.- Developing and executing strategic plans to achieve sales targets and expand our customer base. - Building and maintaining strong, long-lasting customer relationships.- Planning and organizing production schedules.- Estimating, negotiating and agreeing budgets and timescales with clients and managers.
Burlington, Ontario, Canada
As a College Pro Franchisee, I was responsible for a building a painting company designed for student painters, giving 12-15 university students a summer job. My duties were to market my business, sell painting services to homeowners, recruit 12-15 staff, manage day-to-day operations, and maintain a high level of customer service and satisfaction. I was also responsible for all the admin of the business: Financials, Bookkeeping, Payroll, and other day-today business tasks.
Quick answers generated from the profile data available on this page.
David Webster works for Webster Financial.
David Webster is listed as Associate Advisor at Webster Financial at Webster Financial.
David Webster is based in Toronto, Ontario, Canada while working with Webster Financial.
David Webster has worked for Webster Financial, Webster Benefit Consultants, Absolute Home Services, and College Pro.
You can use AeroLeads to view verified contact signals for David Webster at Webster Financial, including work email, phone, and LinkedIn data when available.
David Webster holds Bachelor'S Degree, Business Administration And Management, General from University Of Guelph.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the David Webster you were looking for.