David J. Luke, Cfp, Rfp, Clu, Ch.F.C., Cim, Riac Email & Phone Number

David J. Luke is a principal and financial advisor with 360 Private Wealth Management, in Winnipeg, Manitoba. In his financial life planning and investment advisory practice, David provides financial life planning and retirement income planning services, investment advisory and, life, disability, critical illness, long term care and health insurance brokerage services for individuals, families and businesses.David Luke specializes in "transition" financial life planning, guiding individuals and families through the financial aspects of major life events including marriage, family, education, divorce, retirement, disability and death. Using the proprietary Natural Wealth Process, David helps clients create a structured approach to achieving their most important life planning goals and objectives. David’s more than 35 years of financial services and wealth management experience and his dedication to life-long learning make him uniquely qualified to provide advice and commentary on a host of current financial life planning and wealth management matters.David provides his clients access to a full suite of investment solutions including stocks, exchange traded funds (ETF's), fixed income investments, mutual funds and related managed money solutions through Manulife Securities Incorporated, banking services through Manulife Bank and segregated fund investment funds and life, disability and health insurance products through Manulife Securities Insurance Inc. and IDC Worldsource.David J. Luke is registered for securities in Manitoba, British Columbia, Alberta, Saskatchewan, Ontario and Quebec and for life, disability and health insurance in Manitoba, Alberta, Saskatchewan, and Ontario. David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and a Chartered Investment Manager (CIM).

Listed skills include Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning, and 14 others.