The Olympian Team

Education - Certifications:

Focus:
Investment, Wealth Management, Tax Planning, Retirement Planning, Insurance, Asset Management, Financial Advice

About Me:

David began his investment career in 1982 working with Investors Group.

During this time, he has built extensive experience working with individuals, families, and corporations to implement and execute comprehensive investment strategies to meet and exceed their financial goals.

With a passion to make a difference, David provides his clients with a holistic approach to wealth management, regardless of client sophistication.  Bottom line – when you invest your hard-earned money with David, he ensures it will be invested securely for the long haul.

The focus of David’s holistic approach to wealth planning is always about you and your specific goals – now and into the future.  There’s just so much more involved with retirement and wealth transfer.  Sometimes, capital preservation is not enough to keep up with inflation – if external influences or personal circumstances change.  And we all know that they often do.

Combined with the use of tax-preferred investments, the right strategy, and the highest level of service, David’s main objective is to make sure his clients continue to enjoy the lifestyle to which they have grown accustomed.

David can also access and offer thoughtful recommendations regarding your insurance needs for disability, home and life, critical illness and long-term care and planning.  He also provides consultation on tax and estate issues to snowbirds travelling south, as well as out of country insurance needs.

In 2014, and with over 30 years of diligent wealth management experience, David’s desire to work more holistically with clients; coupled with the opportunity to develop an enhanced and healthier financial approach for individuals, families, businesses, and charitable organizations across Canada, brought him to Olympian Financial Inc.

www.davidmmunro.com