David de Bartolo

Life Insurance Advisor @Manulife Wealth

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

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WORK HISTORY

Aug 2016 — Present

Life Insurance Advisor @Manulife Wealth

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EDUCATION

1993 — 1997

University of Toronto

Bachelor of Arts - BA, Major Economics and Sociology

SKILLS

Money Management CorporationsPersonal PensionsPensionsWealth AccumulationStocksDisability InsuranceBusiness Succession PlanningWill and Estate PlanningCertified Financial PlannerCritical Illness InsuranceIndividual Pension PlansFinancial PlanningFinancial ServicesOptions StrategiesInvestmentsBondsTax-Advantaged Investment StrategiesMutual FundsSuccession PlanningLife Insurance

ABOUT DAVID DE BARTOLO

My Commitment To You,To provide clients trusted financial advice with exceptional service.My passion for financial services and helping others stems from my early childhood experiences. As a young adult I started working and learning the value of having savings which would later pave the way for me to secure assets like a home. I also experienced loss of my father at an early age. This loss also created financial hardship since there was no protection planning or enough investments to provide financial security for my siblings and mother. It was these early lessons that have led me to my desire to become a financial planner and help others secure a better financial future. Products and services:Stocks Exchange Traded FundsMutual FundsAlternative Investments BondsGICsOptions Life, Disability and Critical Illness Insurance Health and Dental BenefitsTravel Insurance Financial Planning Corporate Planning Succession Planning Wealth Management Group Health PlansGroup Retirement PlansI help individuals, families, professionals and business owners who seek and value professional adviceStocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered through referral.Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securitieswebsite Please confirm with your advisor which company you are dealing with for each of your products and services. David De Bartollo and Manulife Securities Incorporated or Manulife and Manulife Securities Insurance Inc.(“Manulife Securities”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites.Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of David De Bartollo or Manulife Securities. The information in this communication is subject to change without notice.

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David de Bartolo — Life Insurance Advisor at Manulife Wealth in Toronto, ON, CA | Unifers