David Drummond has been our financial consultant for decades and he has been very supportive in terms of developing a planning strategy with us for our retirement. He would meet with us often to review our investments and is transparent in changes he makes to our respective investment portfolios. Dave and his office staff have been very responsive to our phone calls when we required assistance. We recollected that Dave drove to our house once to deliver a cheque that we required very quickly. We are now retired and are appreciative of the professional service that we have received over the years that allows us a sense of security. “

I'm happy that they have someone with the excellent customer service skills and client relations you poses. They’re lucky to have you!
I thank you for your call yesterday and for your thorough email today.
I can honestly say, I’m happy you’re there looking out for clients in the way that you do.

Dave took the time to explain insurance to me and his team was in regular contact during the entire process- If you’re looking for a good insurance guy, I would recommend David and his team with 5 stars!

David specializes in converting benefits from group plans to individual plans and he was a great help during this process. Thanks to David, we received an extension for the benefits conversion deadline. He and his support staff also called each retiree and survivor and advised them of the rates for different plans if they chose to convert. Lastly, David made himself available for drop-ins for the employees after the bankruptcy. The purpose of these drop-ins was to advise the employees on various options they had regarding their RRSP’s, RPP’s, and benefits. Since David is a Certified Financial Planner, his advice was especially useful for the employees that didn’t have a financial advisor. I would highly recommend David Drummond to any organization that would require his expertise in group and individual benefits, RRSP’s and RPP’s. His professionalism and willingness to help are unmatched.