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DAVID MUNRO, CFP, TEP, CPCA, CEA
CERTIFIED FINANCIAL PLANNER
Financial Advisor|Life Insurance Broker|Other
CERTIFIED FINANCIAL PLANNER
Financial Advisor|Life Insurance Broker|Other
Area serviced:
Thunder Bay, ON; Vancouver, BC
I started my investment career
in 1982 working with Investors Group. In 2014, and with over 30 years of wealth
management experience, my desire to provide unbiased advice for my clients;
coupled with the opportunity to develop an enhanced and healthier financial
approach for individuals, families, businesses, and charitable organizations
across Canada, I moved to Olympian Financial Inc.
Over my career I felt it incumbent
to constantly learn more, therefore I attained my CFP, TEP and CPCA. Each year I
must take Continuing Education courses to maintain my designations.
A significant portion of my
clients are retired. I have many discussions about maintaining control of their
capital but also how they want to ensure that their final wishes can be
accomplished. Quite often people get overly concerned about costs to the estate
such as probate fees and fail to realize that bad planning or NO planning can
cost their estate more than money – it can produce divisions within the family.
A good deal of our discussions revolves around the different powers of attorney
and wills. Many discussions take place over who they should use as trustees for
their estate.
I provide my clients with a holistic approach to wealth
management, regardless of client sophistication. My approach to wealth planning
is always about my clients and their specific needs and goals – now and into
the future. There is just so much more involved with retirement and
wealth transfer. As external influences or personal circumstances change,
we must adjust the plans.
I can also access and offer recommendations
regarding insurance needs for disability, home and life, critical illness and
long-term care and planning. I also provide consultation on tax and
estate issues to snowbirds travelling south, as well as out of country
insurance needs. If clients own real estate outside of Canada, especially in
the United States, there are significant issues that can occur when it comes to
settling an estate.
58 HIGH STREET NORTH, 2, Thunder Bay, ON, P7A 5R3
8074754900
Contact DAVID MUNRO, CFP, TEP, CPCA
DAVID MUNRO, CFP, TEP, CPCA
58 HIGH STREET NORTH , 2
Thunder Bay P7A 5R3 , Ontario
P : 8074754900
58 HIGH STREET NORTH , 2
Thunder Bay P7A 5R3 , Ontario
P : 8074754900
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