David J Durbin

Business Development - Phillips Wealth Management Group @Richardson Wealth

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

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WORK HISTORY

Jan 2018 — Present

Business Development - Phillips Wealth Management Group @Richardson Wealth

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I have spent decades learning from, and working with, the best. From my initial career with Canada\'s top tennis retailer to my decade + with Guelph\'s leading mortgage broker team and more recent history with the University of Guelph, I\'ve been honoured and blessed with the ability to help connect people to meet their needs.Working with Richardson Wealth & the great team at Phillips Wealth Management Group sees me continue to serve clients best interests and help ensure that our team is taking outstanding care of it\'s stakeholders. We are dedicated to the financial and lifestyle success of our clients, the people we treat like members of our own families.My role is designed to ensure that the team here continues to grow and focus on wealth management. My time is spent on ensuring our clients and partners find the best possible solution for their financial needs.Contact me today to discover more!D••••••••@RichardsonWealth.com

EDUCATION

1986 — 1991

Ryerson University

Bachelor of Business Management (BBM)

SKILLS

LeadershipEvent PlanningFinancial AnalysisFundraisingMarketingPublic SpeakingNegotiationStrategic Financial PlanningFinanceProject PlanningAnalysisTrainingTime ManagementCoachingInvestmentsBusiness StrategyMortgage LendingCustomer ServiceManagementBusiness DevelopmentStrategic Planning

ABOUT DAVID J DURBIN

Business Development expert working with a professional team helping clients! I have spent my entire career working with, and learning from, the best in the business. From my initial career with Canada’s top tennis retailer, to 9+ years with Guelph’s leading mortgage office and my recent time at the University of Guelph I have consistently worked diligently to help connect people to meet their needs. This path has led me to join Richardson Wealth specifically as a member of the Phillips Goodman Wealth Management Group in Guelph. My first discovery meeting with Matthew Phillips proved to me that the handling of a client’s investment portfolio is a serious obligation but does not need to be part of a confusing and expensive process. Matthew and his team have spent the past 30 years perfecting stakeholder returns while maximizing security and comfort with investments and wealth management. The holistic approach taken on behalf of clients is sustainable and ensures that invested funds are safely growing to protect and secure our future. My role is focused on Business Development, introducing Matt and the team to new clients and referral partners so that they can focus on the advice and service clients need. I think there is value in us meeting to learn more about my new career path. It’s a great excuse for us to grab a coffee and catch up! Contact me today to discover more! D••••••••@RichardsonWealth.com 51••••••79 PhillipsGoodmanWealth.com Book into my calendar here - https://outlook.office365.com/book/D••••••••@wealthadviceservice.onmicrosoft.com/

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David J Durbin — Business Development - Phillips Wealth Management Group at Richardson Wealth in Guelph, ON, CA | Unifers