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

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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

• 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

• 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

• 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

• 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