OUR 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 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 Passed the exams to be a Certified Financial Planner in 1997 and is a member in good standing of the Financial Planners Standards Council of Canada (FPSCC). This Canadian designation is not recognized in Québec by the provincial regulator though it is recognized everywhere else in Canada. As such, he does not hold himself out to be a financial planner in Québec Qualifying and Life Member of the Million Dollar Round Table (MDRT) for over 35 years Top of the Table Qualifier (TOT) for 20 years More > 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 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 Passed the exams to be a Certified Financial Planner in 1997 and is a member in good standing of the Financial Planners Standards Council of Canada (FPSCC). This Canadian designation is not recognized in Québec by the provincial regulator though it is recognized everywhere else in Canada. As such, he does not hold himself out to be a financial planner in Québec Qualifying and Life Member of the Million Dollar Round Table (MDRT) for over 35 years Top of the Table Qualifier (TOT) for 20 years Less >
	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) Industry speaker on current life insurance products With David Forest Financial Services since 2006 More > 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) Industry speaker on current life insurance products With David Forest Financial Services since 2006 Less >
	Patrick Absi - CLU, Fin. PL. Financial Security Advisor since 1991 Advisor in group insurance and group annuity plans Chartered Life Underwriter (CLU) Financial Planner Law (University of Montreal) & Business (Concordia University) graduate Mutual Fund Representative With David Forest Financial Services since 1998
	Bob Filippelli Financial security advisor since 2008 With David Forest Financial Services since 2010

Associates

Market Research and Analysis

Melissa Malfitana, B. Comm
Randy Vilmont, B.A.

Client Service & Underwriting

Jane Davis, B.A.
Sandra Danis

Support Staff

Maria Riccitelli

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