Verified recordFinancial Services

Dave Clark

Advisor at Sun Life

Based in Kelowna, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Kelowna

Industry

Financial Services

Company size

38K

Contact information

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Email

1 credit

d•••••••@sunlife.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Dave Clark

What does advisor mean to you? To me it's about helping you make your dreams come true. I feel that way because I know clients don't dream of mutual funds. They don't think about investments, but what those investments can bring them. They dream about family gatherings at the cottage, or planning their dream vacation. Maybe they imagine sitting under the sun with their grandchildren running at their feet. They prepare for retirement: one day. I think about clients''one day' too - every day. Whatever your short or long-term financial goals - buying a home, paying for an education, insuring your future, living well in retirement or planning your estate - I will work with you to develop a plan to help you get there. With me you can expect someone reliable: when you have a question, you can call me. I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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