David Wyatt

David Wyatt CFP has extensive experience in the financial services industry, serving as an Insurance Agent and Senior Financial Advisor at Manulife Securities since February 2014. Prior to this role, David held various positions at Investors Group Financial Services Inc. from October 1993 to January 2014, including Senior Financial Advisor and Division Director. David has a strong focus on client needs analysis and effective financial planning strategies encompassing portfolio management, tax planning, and estate planning. Additionally, David has been actively involved in mentoring new consultants, developing training programs, and fostering community engagement through charitable initiatives. Academic credentials include a Bachelor of Commerce in International Finance from the University of Windsor and a Bachelor of Arts in International Relations from McMaster University.