David is the founding shareholder and driving force behind FOREST. He established the multigenerational advisory firm in 1987, specializing in insurance and innovative strategies for estate planning and intergenerational wealth transfers.
He served on the Board 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.
Member of the Planned Giving Committee of the Montreal Heart Institute Foundation
Board Member of the Montreal Heart Institute Foundation
Agent at London Life, from 1975 to 1987
David received the Tory Gold Medal, achieving top marks in Canada as a graduating Chartered Life Underwriter in 1980.
David has been a Qualifying and Life Member of the Million Dollar Round Table (MDRT is a global, independent association of the world’s leading life insurance and financial services professionals. An organization dedicated to encouraging ethical values, sharing ideas and concepts clients have found to be valuable and helping to improve business practices.) for over 45 years.
David has been a Top of the Table Qualifier (TOT) for 32 years.