David has been in the insurance industry for 30 years and has a passion for helping families reach financial security. He is a lifetime member of the Million Dollar Round Table and is a National Quality Award recipient for over 20 years. He believes in building relationships by working one on one with his clients. With his vast knowledge of the industry, he continues to assist clients in achieving their financial goals.
Erica Lee, CFP, CLU, CHS, Hons. B.A.
Erica graduated from the University of Toronto in 2012, where she studied Economics. She attained her insurance license when she completed university and has successfully completed her Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations. She provides families with unique plans that help them get closer to reaching their financial goals.
Nadia has been in the insurance industry and with DLG FInancial Group Ltd. for 20 years, she enjoys working directly with clients, and assists people to ensure their experience with DLG Financial Group Ltd. is easy and stress-free.