David specializes in helping clients make Financial “Cents” Decisions which are right for them! Helping individuals, families, and small business owners make decisions tailored to their financial needs— David focuses on helping clients build and sustain their long-term financial security. David has become recognized as one of Toronto’s top-rated financial planners through his holistic approach to financial planning. This approach has helped David forge the trusted relationships clients seek, enabling him to identify client’s personal insurance and financial needs to help his clients set realistic goals for retirement and other key financial objectives in their lives.
In 2025, David joined Isaac Lazar of Lazar Wealth Succession Planning a recognized leader in financial planning—to serve as one of their Senior Financial Planners. This move along with becoming the exclusive Financial Planner to Group Employee Benefits specialist Nick Svab of Svab Insurances and working with General Insurance Advisor Ellen Peterman of Surnet Insurance Group has put David in a unique position to help many a client following his more than 34 years plus of industry experience, with London Life, Freedom 55 Financial and Canada Life before coming to join Lazar Wealth Succession Planning as a CLU and Financial Planner.
David has found that his life experiences as a cancer survivor, a divorced father of three adult kids, a former OHL and University hockey player at York University, have helped him relate and discover the empathy and real-world perspective to guide his clients to make those informed decisions that are genuinely right for them.
By sharing his personal and professional experiences, David feels he has helped his clients better understand the connection between “life and money”, empowering them to make more informed decisions for both their daily lives and long-term financial well-being.
Contact David today to build your financial plan and the road map to get there.
David provides regular checkpoints to help make adjustments and to ensure clients plans stay on track for them.
Specialties:
Financial, Investment, Tax, Estate and Wealth Management:
I look forward to helping you achieve the financial security and peace of mind you deserve.
https://www.facebook.com/david.andreoli
Phone: (416) 818-8734