David Reeve
Retirement income and asset manager, President and Founder

 

About David

David is a Retirement Income and Asset Manager who founded Davlyn Financial Services Inc., on the principal that clients need an advocate; someone to help them plan for retirement and ensure that their finances last as long as they do, not just sell them an assortment of financial products.

David is a Certified Executor Advisor (CEA) and an Elder Planning Counselor (EPC), one of the few professionals in Canada to hold both designations. He also has an Hons. B.A. from McMaster University. David’s specializes as a wealth advisor for a select group of very successful business owner and professionals who are within ten years of retirement, and who among other things, aspire to a “work-optional” lifestyle.

David is an MDRT Top of the Table producer. He most recently won the Rich Newton award at his MGA, Gryphin Advantage. David is on the board of directors at his local Advocis chapter, a board member of his local Lions club, and past president of a local Rotary Club.

In his spare time David is an avid traveler, an amateur photographer and loves spending time with his family, including his wife, daughters and two grandchildren.