I focus on working with people who are looking for detailed guidance and support for their finances. Whether it be the sale of a property, going through a separation or divorce, preparing for retirement, or simply gaining a better understanding of their investments, I help people who are experiencing some kind of financial transition in their life.
Working with me and my branch team can be summarized in three parts: First, we take the time to get to know our clients on a personal level and understand what is most important to them. Then, with access to all of the resources of Edward Jones, we use an established process to create personalized strategies designed to address those needs. Finally, we partner with our clients throughout their lives to ensure everything stays on track.
I consider myself very fortunate to work in a profession that allows me to get to know my clients on a personal level, help them make strategies for their finances so that they can do the things that are important to them, and build relationships that last a lifetime.
Born and raised in Ottawa, I lived in Kingston for 11 years before relocating to Milton in 2015 to be closer to my family. As well as being a full service Financial Advisor, I also sit on the Board of Directors with the Community Foundation of Halton North (CFHN), am the President of the Halton Scotch Whisky Society, and a lover of Formula One. I live in Milton with my wife, Ami, and our 3 year-old son, Dean.
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
- Auto Racing
Office Address470 Bronte St. South
Milton, ON L9T 2J4
Phone NumberDavid J Illingworth at (905) 864-9912
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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