David Stewart Email & Phone Number

Kitchener, Ontario, Canada

Upon graduating from Laurentian University in 1987 David was recruited as an agent for Prudential of America where he experienced success as a leading rookie in Sudbury, Ontario. In 1989 David was approached by the company to begin his career in Sales management. David led sales teams in Sudbury, Thunder Bay and Oakville.In 1995, David joined Wise Riddell Financial Group as a Brokerage Manager making partner in 1998. Under his leadership David developed a boutique approach to helping advisors work with the affluent market. In 2005 David was appointed as the Vice President of Sales for Performins Canada and in 2010 was appointed to President and COO of the company.David joined FHG in 2013 and has learned the needs of advisors and worked diligently to build processes, systems and support within an MGA environment to help advisors support their clients. Knowledge, passion, and commitment to success are the drivers that David brings to all that he does.He is actively involved in ADVOCIS as a past chapter president, a member of CALU, sits on the Board of CAILBA, and is a standing member of the Society of Trust and Estate Practitioners.With over 30 years of experience, David provides his leadership to the teams managing marketing, distribution, operations, sales, MGA services, IT, and group benefits. David leads in elevating the advisor experience with FHG, ensuring that we meet our Corporate pledge to be the MGA of choice for independent Canadian financial advisors.

Kitchener, Ontario, Canada

Kitchener, Canada Area

Responsible for driving increased sales and establishing the overall marketing strategy, in all divisions across Canada, including our recent addition of CERTIKA Investments, an MDFA firm and HERITAGE Financial Ltd., a GIC shop. Also oversees the National Training and Group departments

Kitchener, Canada Area

Responsible for the overall sales and training support for brokers of Financial Horizons Group on a national basis. Located in Kitchener, Ontario. Role includes planning, organizing, directing, coordinating, monitoring, and evaluating all sales and training related to business development to achieve strategic objectives for the short, medium and long term.

400 Bradwick Drive, Suite 102, Concord Ontario

Changing the distribution landscape one advisor at a time. Performins Canada prides itself on being an advisor based MGA working to improve client satisfaction one client at a time.

Boutique Managing General Agency. Specializing in large estate planning marketplace

Sudbury, Thunder Bay, Oakvill

Sudbury, Ontario