David Humphries Email & Phone Number

I work with my clients as an independent Financial Security Advisor for 30 years. I believe in providing creative solutions for my clients. I will look at the family’s overall financial objectives and carefully assess the best options to maximize wealth, minimize risk and create an overall peace of mind. In 2007 I successfully obtained Registered Health Underwriter Designation in fully protected in all areas of Risk Management. My commitment to service is always priority number one. I am a licensed insurance agent and investment representative in the province of Ontario providing sales and service for insurance products, including segregated funds, are offered through AIIM Financial, and David Humphries offers mutual funds and referral arrangements through Quadrus Investment Services Ltd, For business I can provide employee benefits programs, group RRSPs Pension plans and deferred profit sharing plan.Service area New Tecumseth, Alliston, Beeton, Tottenham, Toronto, Barrie, Bolton, Orangeville and Newmarket

Listed skills include Wealth Management, Mutual Funds, Retirement Planning, Investments, and 19 others.