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David Chalmers

David Chalmers
David Chalmers, BA FLMI CLU CFP RFP ChFC
Financial Advisor
Phone:604.737.6736

Specialties:

David Chalmers specializes in retirement income planning, investment planning and estate planning.

Most of David's clients are retired or are approaching retirement. David develops a long term plan for each client that embodies a conservative investment approach and helps each client maximize their retirement income and achieve their estate objectives.

David has over 30 years of financial services industry experience and is a member of Advocis — The Financial Advisors Association of Canada.

ClienTel is a newsletter that David periodically publishes to provide valuable information of specific interest to his clients. Please click here to view David's ClienTel newsletters.

Degrees and Designations:

BA - University of Toronto
CFP (Certified Financial Planner)
RFP (Registered Financial Planner)
ChFC (Chartered Financial Consultant)
CLU (Chartered Life Underwriter)
FLMI (Fellow of the Life Management Institute)

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