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David G. Myers
David graduated from London University in 1969 with an Honours Law Degree. Upon moving to Canada , he entered the financial services industry and has spent much of his career supporting independent financial advisors in tax and estate planning for their clients.
After many years working with one of Canada 's leading life insurance companies, David became an independent consultant serving the needs of a select number of prominent independent financial advisors in both Tax and Estate Planning and Practice Development.
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David joined Lawton Partners in 2004, where one of his specialties is Business Succession Planning, which entails the passing of businesses from one generation to another.
He has addressed a number of organizations on the subject of tax and estate planning, including the Manitoba Bar Association, the Estate Planning Councils of Winnipeg and Thunder Bay and the National Life Insurance School at the Banff School of Fine Arts, along with providing seminars for accountants, lawyers and independent financial advisors.
Among his various community activities, David has been a founding member of the Board of Sport Manitoba. He also serves on the Boards of the Manitoba Horse Council, is Program Chair for STEP Winnipeg and is a member of the Fundraising Board for the Winnipeg Inner City Missions.
David has been married to Norma since 1973 and they have one daughter, Rebecca, who is one of the top Show Jumping Riders in Manitoba . Late in life, he has admitted to becoming a bad, but obsessed golfer.
Education
• Chartered Life Underwriter (CLU) Tory Medal Winner as Top Graduating Student in Canada
• Chartered Financial Consultant (ChFC)
• Certified Financial Planner (CFP)
• Fellow of the Life Management Institute (FLMI)
• Qualifying member of the International Society of Tax and Estate
• Practitioners (TEP)
• LLB University of London (Honours Law Degree)
Professional Memberships
• Advocis
• Conference for Advanced Life Underwriting (CALU)
• Canadian Tax Foundation |
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(204) 944-3565
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