David Sutherland

Certified Financial Planner @Webster Financial

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

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WORK HISTORY

Sep 2024 — Present

Certified Financial Planner @Webster Financial

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Education and guidance are priority number 1. In creating customized financial plans, our key focus is to bring clarity to our clients vision of financial success and create an actionable roadmap to retirement and beyond. Specializing in corporate business owners and professionals early in their careers, we will work to not only promote financial growth, but also to ensure proper risk management has been taken into account.

EDUCATION

2001 — 2002

Ryerson University

Nursing

ABOUT DAVID SUTHERLAND

Since 2006, I have been focused on offering my clients clarity and outstanding service in…

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David Sutherland — Certified Financial Planner at Webster Financial in Kingston, ON, CA | Unifers