David Joseph, M.A.(Economics), CFP® , CLU
David Joseph is a Financial Consultant with Investors Group Financial Services in Toronto. David has a M.A. in Economics and holds Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He demonstrates a high level of professionalism, integrity and commitment. David is committed to one-to-one service excellence and providing comprehensive financial advice on retirement planning, insurance, tax planning, cash flow management, investment planning and estate & succession planning to individuals and businesses. He has solid presentation skills and has conducted several corporate and public seminars on general financial planning topics.