portrait of Levi David
FINANCIAL ADVISOR

Levi David

CFP®
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Education Savings Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Personal Interests

  • Spending Time with Family
  • Traveling
  • Basketball
  • Skiing
  • Real Estate

Request a Consultation

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(877) 635-8286

Branch Team

  • Agnes Hung
    Sr. Branch Office Administrator

Office Address

6061 Highway #7 East
Suite D
Markham, ON L3P 3B2opens in a new window

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

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