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 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 long-term goals. Even when rough patches hit – or especially then – we'll partner together so you can make well-informed, carefully considered decisions about your money and your future. Over my career, I've seen every kind of market and personal roadblock; I'll be here to guide you through.
I've been a financial advisor my entire career, first at a bank and now for 20 years at Edward Jones. Many early clients are still with me, and I am honoured now to also serve their children and grandchildren. I work with retirees, young families and every life stage in between.
My branch team includes Agnes Hung, Sr. Branch Office Administrator. We've been business partners for more than 16 years and are dedicated to delivering exceptional, personalized service to you and your family. My Certified Financial Planner (CFP®) designation holds me to a higher standard of knowledge, ethics and service.
For many years, I have volunteered with our firm to help foster the growth and health of other financial advisors so that more clients have access to the Edward Jones hallmark brand of service.
On a personal note, my wife and I are both first generation Canadians, originally from the Philippines. For 30+ years, Markham has been our home. We have extended family here, raised our kids here and built our home here – conveniently only seven minutes from my office (10 if there's traffic). I'm an avid basketball player, and we're absolute Raptor fans.
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Real Estate
Phone NumberLevi David at (905) 471-9005
|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|