• Monarch Wealth

    About Dave

With over 10 years of experience in the financial services industry, Dave brings a wealth of knowledge, passion, and outstanding customer service to his clients. 

 

Establishing a trusted client-advisor relationship is critical and his top priority. After receiving his life insurance license in 2012, he realized he could assist people with disabilities to open RDSP’s. He successfully completed a course on the ODSP legislation and became licensed to sell mutual funds. Understanding the Ontario Disability Support Program (ODSP) and the various supports that are available will allow you to make informed decisions.