David Forest Financial Services

Team

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

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

Bob Filippelli - CLU

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