David Heyman, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Charitable giving
  • Education savings strategies

About David

To build the kind of retirement you want, you need the straight truth about investments, risk and fees so you can make the best decisions for yourself and your family. You need someone who listens, who understands your goals and is guided by what's important to you.

This is how I can help. I build long-term relationships based on trust and understanding with my clients so I can work with them throughout their lives to achieve their goals.

Many of my clients work in the public sector. They’re teachers, nurses, communications specialists or defence-industry employees. They're grateful to have their...

Personal Interests

  • Art & Theater
  • Movies & Entertainment
  • Baseball
  • Music
  • Reading

Team Members

  • Sandra Lichtenwald
    Branch Office Administrator

Send Me a Message

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Office Information

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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