David Heyman

Background

About David Heyman

I have an established process to help his clients build a personalized strategy to reach their retirement goals. This includes: 1. Fully understanding their financial situation. Creating a strategy to achieve their investment goals. Regularly and proactively staying in contact with them to keep them on track. I have completed the Canadian Securities Course, the Conduct and Practices Handbook Course, the Wealth Management Essentials Course and he is also licensed to sell life insurance through a separate insurance company, Edward Jones Insurance Agency. I spent 12 years as a journalist, including nine as a reporter at the Calgary Herald. In my spare time, I play chess, I am a member of a book club and I write plays for the stage and screen in the hope one will make it to the big time. In 2012, I self-published "Ten Big Communications Disasters." I have been married to Sarah since and we have three sons: Jonah, Sawyer and Henry.