Davidd Lawley

Regional Director, Wealth Planning @Prospera

My role and mandate includes providing ongoing coaching and managerial oversight to a team of duly licensed Financial Planners, Investment Specialists, Investment Advisors and Associate Investment Advisors in line with Westminster Savings\' strategic plan. I have achieved the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Professional Consultant on Aging (CPCA) designations. A team player with a proven track record of coaching new advisors to early success as well as assisting seasoned producers to greater achievement. I have held progressively more responsible positions requiring the building of relationships with a wide range of advisors, head office administrative staff, executives and clients through highly effective communication and presentation skills. Having been recognized for a delivery that is \"timely, humourous and impactful\", I am an accomplished public speaker who engages his audience.