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
- 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
- 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
Associates
Market Research and Analysis
Melissa Malfitana, B. Comm
Executive Assistant & Underwriting
Maria Riccitelli
Client Service
Sandra Danis