David Forest Financial Services

Team

David Forest - CLU
David Forest - CLU
  • Financial Security Advisor licensed in Québec and Ontario
  • Chartered Life Underwriter (CLU) since 1980
  • Awarded the Tory Gold Medal for achieving top marks in Canada as a graduating CLU
  • Employed by London Life from 1975 to 1987 as an agent
  • Established this independent financial services firm in 1987
  • Member of the Canadian Tax Foundation
  • Financial Security Advisor licensed in Québec and Ontario
  • Chartered Life Underwriter (CLU) since 1980
  • Awarded the Tory Gold Medal for achieving top marks in Canada as a graduating CLU
  • Employed by London Life from 1975 to 1987 as an agent
  • Established this independent financial services firm in 1987
  • Member of the Canadian Tax Foundation
  • Member of L'Association Québécoise de Planification Fiscale et Successorale
  • Member of the Financial and Estate Planning Council of Montreal for 30 years
  • Served on the Board of Directors of the Conference for Advanced Life Underwriting (CALU), representing the insurance industry with the Government of Canada
  • Former Chairman of the Issue Group on Corporate Owned Life Insurance and Estate Planning for CALU
  • Served on the National Board of Directors of the Life Underwriters Association of Canada, formerly known as the Canadian Association of Insurance and Financial Advisors, now known as ADVOCIS
  • Qualifying and Life Member of the Million Dollar Round Table (MDRT) for over 35 years
  • Top of the Table Qualifier (TOT) for 24 years
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Jean Roy - FCIA, FSA
Jean Roy - FCIA, FSA
  • Fellow of the Canadian Institute of Actuaries (FCIA)
  • Fellow of the Society of Actuaries (FSA) (USA)
  • Bachelor's degree in actuarial science (University of Laval)
  • 13 years of experience with Standard Life including 2 years as their Manager Product Development and Management for their Life Insurance, Annuity and Critical Illness products and 5 years as their Manager for product customization
  • Fellow of the Canadian Institute of Actuaries (FCIA)
  • Fellow of the Society of Actuaries (FSA) (USA)
  • Bachelor's degree in actuarial science (University of Laval)
  • 13 years of experience with Standard Life including 2 years as their Manager Product Development and Management for their Life Insurance, Annuity and Critical Illness products and 5 years as their Manager for product customization
  • Member of Canadian Life and Health Insurance Association Inc. (CLHIA) committee on guidelines for in-force illustrations (1998)
  • Member of the Conference for Advanced Life Underwriting (CALU)
  • Member of the Canadian Association of Gift Planners (CAGP)
  • Industry speaker on current life insurance products
  • With David Forest Financial Services since 2006
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Bob Filippelli - CLU
Bob Filippelli - CLU
  • Financial security advisor since 2008
  • Chartered Life Underwriter (CLU) since 2016
  • Member of the Financial & Estate Planning Council of Montreal
  • Member of Young Canadians in Finance
  • On the advisory committee for MAB-Mackay Legacy Society
  • Qualifying Member of the Million Dollar Round Table (MDRT)
  • With David Forest Financial Services since 2010
Stephanie Rolland, BBA, GBA
Stephanie Rolland, BBA, GBA
  • Financial Security Advisor since 2013
  • Advisor in Group Insurance plans since 2010
  • Mutual Funds Representative (attached to Groupe Cloutier Investments Inc.)
  • Group Benefits Associate Title
  • Bachelor of Business Administration, finance major (HEC Montreal)
  • With David Forest Financial Services since 2014
Sarah-Eve Lemieux, B.Comm
Sarah-Eve Lemieux, B.Comm
  • Financial Security Advisor since 2015
  • Bachelor of Business Administration, finance major (John Molson school of Business)
  • With David Forest Financial Services since 2014
Associates
Market Research and Analysis
Sarah-Eve Lemieux, B.Comm
Melissa Malfitana, B. Comm
Executive Assistant & Underwriting
Maria Riccitelli
Client Service
Sandra Danis