David Forest Financial Services


We are an independent financial services company serving Canadians for over 30 years.

We advise successful and wealthy individuals, with a view to maximizing and securing their net worth while they live, as well as maximizing their income and what they leave to their spouse, children, and charities.

We offer solid creative ideas from the world of life insurance and life annuities which reduce your income taxes. Less tax will increase your yields and net worth substantially.

We do not hold our clients' money. We advise them on what to do with it. Solid, publicly traded, strongly regulated Canadian insurance companies with audited financial statements receive, invest and return our clients' money to them. They give them regular statement of account. Our clients can verify the status of their money, plans and accounts directly with them at any time. These companies include London Life, Canada Life, Great West Life, Sun Life, Manulife, Industrial Alliance, Desjardins, RBC, BMO Life, and others.