David Miklas, Mba, Cfp Email and Phone Number
David Miklas, Mba, Cfp work email
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David Miklas, Mba, Cfp personal email
David Miklas, Mba, Cfp is a Partner at Firstbrook Miklas Insurance Group at Firstbrook Miklas Insurance Group. He possess expertise in teamwork, research, investments, microsoft excel, financial planning and 11 more skills.
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PartnerFirstbrook Miklas Insurance Group Jul 2021 - PresentToronto, Ontario, CanadaBased in Toronto, Firstbrook Miklas Insurance Group has supported family businesses and entrepreneurs across Canada for over 40 years. We go beyond insurance, offering personalized solutions that provide peace of mind by truly understanding your unique needs. We respect your business's legacy while preparing it for the future. Our multigenerational team blends experience and modern insights, always guided by trust and strong relationships. We know a well thought out succession plan and funding for future obligations can lead to success for family businesses.
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Insurance AdvisorStewart Financial Mar 2016 - Jul 2021Toronto, Canada AreaAt Stewart Financial we provide intentional advice to inspire clients to choose to do what they will wish they had done, especially when they are not inclined to do it.Stewart Financial is a boutique financial planning and investment firm established in 1974. We help our clients build and preserve financial security and enhance their peace of mind. Peace of mind equals quality of life. Each team member at Stewart Financial has an expertise in specific areas of financial planning, including:- Investments- Insurance- Tax Planning- Estate Planning- Retirement Planning- Philanthropy- Group Benefits & Pension PlansThe end result for clients?A thoughtful, self-completing financial plan and investment strategy. Discover the whole story at www.stewartfinancial.ca -
Investment AssociateStewart Financial May 2015 - Aug 2015Toronto, Canada Area
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Fixed Income AnalystScotiabank Sep 2014 - Dec 2014Toronto, Canada AreaCo-op role with Scotiabank's Fixed Income Sales & Trading -
Fixed Income AnalystScotiabank Jan 2014 - Apr 2014Toronto, Canada AreaCo-op role with Scotiabank's Fixed Income Sales & Trading
David Miklas, Mba, Cfp Skills
David Miklas, Mba, Cfp Education Details
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Finance, General -
Materials Science & Engineering -
High School
Frequently Asked Questions about David Miklas, Mba, Cfp
What company does David Miklas, Mba, Cfp work for?
David Miklas, Mba, Cfp works for Firstbrook Miklas Insurance Group
What is David Miklas, Mba, Cfp's role at the current company?
David Miklas, Mba, Cfp's current role is Partner at Firstbrook Miklas Insurance Group.
What is David Miklas, Mba, Cfp's email address?
David Miklas, Mba, Cfp's email address is da****@****onto.ca
What schools did David Miklas, Mba, Cfp attend?
David Miklas, Mba, Cfp attended Mcmaster University, University Of Toronto, St. Andrew's College.
What are some of David Miklas, Mba, Cfp's interests?
David Miklas, Mba, Cfp has interest in Golf, Music, Soccer, Hockey.
What skills is David Miklas, Mba, Cfp known for?
David Miklas, Mba, Cfp has skills like Teamwork, Research, Investments, Microsoft Excel, Financial Planning, Leadership, Analysis, Wealth Management, Investment Strategies, Finance, Asset Allocation, Mutual Funds.
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