J. David Thomas, CGA, CFP, TEP, CLU, R.F.P.
Director, Advanced Sales & Marketing, Life
Phone: (905) 315-3488
Toll-Free: 1 888 548-4729 ext. 4299
Fax: (905) 335-6539
As Director, Advanced Sales & Marketing, David supports the Life Insurance line of business providing specialized tax, estate and financial planning support for advisors dealing with affluent clients, their families and their corporations.
David’s career includes over 25 years of personal financial planning, including retirement, personal tax, insurance, estate and investment planning. In his role he conducts many seminars and workshops for advisors and clients on concepts and strategies in these areas.
Committed to constant improvement, David is a Certified Public Accountant, Certified General Accountant, Registered Financial Planner, Certified Financial Planner, a certified Trust and Estate Practitioner and a Chartered Life Underwriter. He has completed the Canadian Securities Course, the Canadian Institute of Chartered Accountants’ Tax Practitioner’s course and Level I of the Chartered Financial Analyst’s program and is a member of The Canadian Institute of Financial Planners; Advocis; and the Canadian Tax Foundation.
David holds an Honors Business Administration degree from the University of Western Ontario’s Ivey Business School.