Work History
Edward Jones
Edward JonesDecember 2000 to Current
FINANCIAL ADVISOR
Levi David
CFP®
6061 Highway #7 East, Suite D, Markham, ON L3P 3B2opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Education savings strategies
- Wealth protection strategies
- Estate and legacy strategies
- Intergenerational planning
About Levi
Think of financial advisors and you'll think of investing. Certainly, that is an essential part of the work I do, but it's only one part. Just as important are the wonderful relationships I build with the clients I serve. That is what I truly enjoy and is my greatest reward.
A quality relationship allows me to get to know you – your dreams, challenges and things you value most. The relationship engages others in your family so we can consider everyone's best interests. And the relationship grows over the years we work together toward your short- and long-term goals. Even when...
A quality relationship allows me to get to know you – your dreams, challenges and things you value most. The relationship engages others in your family so we can consider everyone's best interests. And the relationship grows over the years we work together toward your short- and long-term goals. Even when...
Work History
Edward Jones
Edward JonesDecember 2000 to Current
Personal Interests
- Spending Time with Family
- Traveling
- Basketball
- Skiing
- Real Estate
Team Members
Agnes HungSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
MarkhamMore to explore
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