David Kilpatrick

Financial Advisor Owner, Kilpatrick Insurance & Investment Solutions Inc @Co-operators

Kingston, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2017 — Present

Financial Advisor Owner, Kilpatrick Insurance & Investment Solutions Inc @Co-operators

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Kingston, ON, CA

Owner of Kilpatrick Insurance & Investment Solutions Inc. Providing Co-operators insurance and financial solutions as well as competitive auto coverage.

EDUCATION

2016 — 2016

Douglas College

CIP, Genral insurance

2008 — 2008

UBC Sauder School of Business

Real Estate License

ABOUT DAVID KILPATRICK

As a business owner, you’ve worked hard to grow your company and maximize your profits. But are you keeping more of what you earn—or giving too much away in taxes?I help successful business owners like you legally reduce taxes, protect retained earnings, and create tax-free personal wealth using advanced financial strategies. With my expertise in corporate financial planning, I help you: Reduce corporate taxes and keep more of your hard-earned money Shelter retained earnings from unnecessary taxation Access personal wealth tax-free—without taking a salary or dividends Secure your financial legacy while maintaining liquidity and flexibilityWith a strategic approach, I ensure that your business and personal finances work together efficiently, allowing you to maximize tax savings and build generational wealth—tax-free.Who I Work WithI specialize in working with: Incorporated business owners looking to shelter profits and reduce taxes Professionals (Doctors, Dentists, Lawyers, Consultants) with high taxable income Successful entrepreneurs who want to build long-term, tax-efficient wealth Business owners planning for succession or retirementWhy Work With Me?With years of experience helping business owners navigate complex financial structures, I simplify the process and provide tailored strategies that work. My solutions are fully compliant with Canadian tax laws, ensuring you benefit from government-approved tax savings opportunities.If you’re tired of seeing too much of your hard-earned money go to taxes and want to build personal wealth the smart way, let’s connect. Book a Consultation: Click here to schedule a strategy session (copy/paste): https://outlook.office365.com/owa/calendar/A••••••••@cooperators.onmicrosoft.com/bookings/ Email: D••••••••@coopertors.ca Phone: 77••••••79

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David Kilpatrick — Financial Advisor Owner, Kilpatrick Insurance & Investment Solutions Inc at Co-operators in Kingston, ON, CA | Unifers