Levi David, Financial Advisor, Financial Planner located in Markham, ON

Financial Advisor,
Financial Planner
Levi David

CFP®
6061 Highway #7 East, Suite D, Markham, ON L3P 3B2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

Personal Interests

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

Team Members

  • Agnes Hung
    Client Experience Specialist
  • Izabella Whitman
    Client Experience Specialist

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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

Phone

(905) 471-9005

Fax

(877) 635-8286

Office Address

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