David Luke is a financial planner with Wellington West Financial Services Inc. in Winnipeg, Manitoba. In his financial planning practice, David provides investment, insurance, and retirement planning services for individuals, businesses and charities.
He specializes in “transition” financial planning, guiding individuals through the retirement financial planning process.
David’s more than 25 years of financial services experience makes him uniquely qualified to provide commentary on a host of current financial planning issues. He has addressed industry and consumer groups across Western Canada.
Wellington West Financial Services Inc.
Wellington West Financial Services Inc. is affiliated with Wellington West Capital Inc. of Winnipeg. Wellington West Capital Inc. is one of the largest independent full-service investment dealers, with offices throughout Canada.
Wellington West Financial Services Inc. is a financial life management firm, providing a complete range of personal and corporate financial planning services to a broad range of individual and corporate clients. These services include investment, retirement, and estate planning. Wellington West Financial Services Inc. also provides mutual fund, fixed-income term deposit (GIC), and insurance brokerage services.
Designations
Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (CH.F.C.) Registered Financial Planner (RFP) In achieving his CLU designation, David was awarded the Leslie W. Dunstall medal, achieving the highest course marks in his graduating class.
Memberships
ADVOCIS
Retirement Planners Association of Canada
Institute for Advanced Financial Planning
Financial Planning Association (USA)
For further information on our financial planning services, our investment and insurance brokerage services, or on our seminar presentation services, please contact David J. Luke at Wellington West Financial Services Inc.