David Miklas, Mba, Cfp Email & Phone Number

Toronto, Ontario, Canada

Based 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.

Toronto, Canada Area

At 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

Toronto, Canada Area

Toronto, Canada Area

Co-op role with Scotiabank's Fixed Income Sales & Trading

Toronto, Canada Area

Co-op role with Scotiabank's Fixed Income Sales & Trading

Master Of Business Administration (M.B.A.), Finance, General

Activities and Societies: President: DeGroote School of Business Entrepreneurs ClubMajors: Finance & Business Valuation

Engineer’S Degree, Materials Science & Engineering

High School