To me, financial success is maximizing your opportunities to securely meet your needs and those of your loved ones, while being prepared for life’s inevitable challenges. I can help you do that. It starts with a conversation.
Hello, I’m David Seemungal. I help individuals, families, professionals and small businesses build and protect net worth and ensure a legacy. I’ve been doing it for over 34 years. I take the time to listen to your concerns and priorities. Your goals are my goals.
For individuals, I address life issues that influence long-term emotional and financial well-being.
For corporate entities or professionals, I address succession, retirement planning for owners and senior employees, and long-term tax, estate, and financial planning.
I have a lifelong commitment to community involvement. I am a member of the Malvern Presbyterian Church, a former volunteer with the Agincourt Community Services Association, and a member of the Rotary Club of North Scarborough having served as president for 1 year, and as a board member for almost 20 years. I’m also a board member of the Palliative Care Society of Trinidad & Tobago.
It all begins with a no-obligation conversation, which will help me determine whether we’re a good fit and how I can assist in meeting your needs.
My mission is to provide tailored solutions to individuals, professionals, business owners, and small companies. I help them achieve their long-term financial security and well-being, to have money when they need it, and to leave a legacy that they would be proud of.
